Turn Conversations Into Intelligence

Capture relevant emails, contacts, and calendar data in your CRM to build a complete view of your customer, manage compliance, and empower your AI tools. 

• Configure data policies to meet unique enterprise requirements 

• Bi-directional sync of your inbox, calendar, and CRM 

• Sync to custom CRM objects 

• Manage complex objects like recurring events 

View and update CRM data from inside your inbox to access client intelligence without switching tools: 

• AI assistant to automatically suggest, update, and create new CRM records 

• Access insights directly from your inbox 

• Create and update records with the click of a button 

• Enrich CRM records with contextual data from your email or calendar to relevant records 

Share real-time advisor availability and automate scheduling to improve customer experience. 

• Real-time availability in automated booking experience 

• Round-robin style booking supported for team management 

• Personalized booking sites for users 

• Configurable meeting types, descriptions, and timings 

Engage clients are scale with personalized, proven emails to drive business results. 

• Share top-performing templates with advisors for effective outreach 

• Build and send client emails at scale in minutes 

• Automatically build contact lists from filtered contacts in the CRM 

• Monitor performance for performance optimization 

Use AI to transform transcripts into conversation intelligence.

• Capture meeting intelligence without adding a bot or AI participant to live client meetings.  
• Apply data privacy and compliance governance to approved Teams or Zoom transcripts.  
• Centralize permissions to manage who can access and share meeting outputs.

Access structured summaries, key decisions, highlights, and relevant details right after your meetings. 

• Generate structured summaries and notes automatically instead of leaving teams with long transcripts to review.  

• Capture decisions, commitments, risks, and next steps in consistent formats.  

• Make meeting outputs easier to review, share, and connect to CRM. 

Sync meeting notes to matched Salesforce contacts. 

• Link meeting intelligence to Salesforce records and relevant activity data.  

• Keep important context from living only in inboxes, personal folders, or individual notes.  

• Bring meeting history into the broader relationship story so teams can understand client needs in context. 

Ask Riva’s AI questions about prior meetings and surface relevant relationship context.  

• Turn meeting outcomes into follow-ups, tasks, and next steps.  

• Reduce post-meeting reconstruction so teams can spend more time engaging clients.