Provide the Best Advice to Every Customer 

Deliver exceptional digital experiences with a 360-degree view of client relationships and personalized workflows—securing clients for life.  

Riva provides 360-degree view of client relationships and personalized workflows.

350%

Return on investment

40,000+

Hours saved per year

200+

Trusted by global financial service organizations 

2,000+

Successful security reviews

Delight Customers and Build Trust

Sales Engagement

Nurture Lifelong Relationships 

Seamlessly follow through with clients using pre-designed, multi-touch cadence workflows. With powerful customer engagement analytics, gain the insights needed to grow your pipeline with the most engaged clients.

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Multi-touch cadence workflows
Activity Capture

Get Your Day Back 

End pointless swivel-chairing – and incomplete data. Riva syncs critical client data between Outlook and Salesforce in real-time, saving you valuable time and ensuring up-to-date client history.

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Real-time sync between Outlook and Salesforce
Platform

Maintain Client Trust 

Confidently engage with clients knowing every touchpoint is through an IT-approved platform that safeguards clients—and your organization.

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Compliant to industry regulations

Over 20 Years of Integration Experience

No matter which systems your enterprise relies upon, Riva has the integration experience necessary to bring them together.

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“Riva has helped us mitigate the risk of losing the trust of our valuable high net-worth clients. Our bankers and wealth managers no longer waste time toggling between systems.”

– Top Four US Bank
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Learn how Riva can help you reclaim your day and confidently follow through with clients.  

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Optimize customer journey and automate workflows with Riva Sales Engagement
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