Activity Capture
Calendar Sync Automatically log meetings and sync calendars to the CRM for a complete record of activity.
Contact Management Identify and create new contacts from email participants to keep CRM data accurate and complete.
Email Capture Capture emails as they hit your inbox and add them to the right CRM records for better client insights.
Insight Side Panel View and update CRM data from inside your inbox to access client insights without switching tools.
Meeting Intelligence Automatically capture insights from meetings and generate structured AI summaries, action items, and CRM-ready data.

Sales Engagement
Bookings Share real-time advisor availability and automate client scheduling to improve customer experience.
Email Bursts Send personalized one-to-many messages using your CRM data without leaving your inbox.
Email Templates Use pre-approved templates to draft consistent, effective emails quickly.
Sales Cadences Create and manage step-by-step outreach sequences with built-in timing and automation.

Platform Learn about Riva Platform
Artificial Intelligence Bring AI into real workflows with trusted context and enterprise control.
Cloud Secure, scalable, and built for enterprise — optimized for Microsoft 365, Google Workspace, and more.
Integrations Connect seamlessly with CRMs like Salesforce and Dynamics, and tools like Outlook and Gmail.
Security, Compliance, Privacy Enterprise-grade compliance with SOC2 certification and data policies you can rely on.

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Industries
Financial Services Reclaim your day with real-time activity capture built for regulated teams.
Life Sciences Capture customer intelligence for insights to drive impactful engagement.
Professional Services Build client trust with seamless CRM and calendar integration for partners and consultants.
Education Simplify scheduling and engagement to strengthen every student–advisor connection.

AI & Automation Banking & Financial Services

The Total Economic Impact™ of Riva: How Trusted Revenue Data Drives Measurable Business Results

The Total Economic Impact™ of Riva provides a detailed look at the financial and operational benefits organizations achieved after modernizing...

Customers

Resources Hub View all Resources
Blog Insightful takes on CRM strategy, RevOps, and smarter data governance.
Podcast Real talk with leaders driving change in compliance, RevOps, and tech.
Success Stories See how teams like yours streamline processes and achieve results.

Riva Users
Knowledge Base Get step-by-step product guidance, documentation, and answers to common questions.
Support Need a hand? Reach our team or send a support request anytime.

From Meeting Notes to Meeting Intelligence

A practical guide to governing, reviewing, and operationalizing Meeting Intelligence in regulated enterprises.

Company
About Us Get to know the people, values, and vision that drive Riva forward.
Join Us Curious about what we’re building? Explore open roles and help shape what’s next.
News Catch up on our latest announcements, partnerships, and product updates.
Contact Us Have a question? Reach out to our team. We’re happy to help with demos, support, or anything else.

News

Riva Launches New AI Solution for Trusted Meeting Intelligence in Regulated Industries

Riva, a leader in meeting and revenue intelligence, today announced the launch of Riva Meeting Intelligence, an enterprise-AI solution that...

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Turn Insight Into Action With Riva

Practical articles and product education that help your team work smarter with Riva.

The Total Economic Impact™ of Riva: How Trusted Revenue Data Drives Measurable Business Results

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Riva and Manulife at Dreamforce - 5 Lessons Learned on AI and the Seller Experience

AI & Automation Banking & Financial Services

5 Lessons on AI and the Seller Experience From Riva and Manulife at Dreamforce 2026

Calendar & Scheduling Education

How to Keep Advisor Availability Aligned Across Salesforce Education Cloud and Calendars

Activity Capture AI & Automation

AI Email Summary: Turn Long Client Email Threads Into CRM-Ready Context

CRM Admins & IT Microsoft 365 / Exchange

Exchange Online EWS Retirement 2026: What It Means for Dynamics CRM On-Premises

AI & Automation Banking & Financial Services

The Total Economic Impact™ of Riva: How Trusted Revenue Data Drives Measurable Business Results

AI & Automation Meeting Intelligence

The Hidden Cost of Reconstructing Customer Context Before Every Meeting

AI & Automation Meeting Intelligence

5 Ways to Make AI Meeting Transcripts More Actionable in Your CRM

AI & Automation Meeting Intelligence

What Regulated Industries Need from AI Meeting Summary Tools

AI & Automation Meeting Intelligence

The Enterprise Challenge of Meeting Intelligence: Capture, Governance, and Trust

Help center

Sales Engagement

How CRM and Email Visibility Drive Better Client Engagement

AI & Automation

Why AI Adoption Fails and How to Turn Context Into Outcomes

AI & Automation Banking & Financial Services

AI-Ready Banking Workflows Start With Trusted Activity Data

einstein-activity-capture-guide

Activity Capture Salesforce

Einstein Activity Capture in Salesforce: Benefits, Limits and Alternatives

AI & Automation

The Riva Platform: Intelligence That Builds Deeper Client Relationships

AI & Automation

Introducing the New Riva

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Sales Engagement Sales Leaders

How to Build a Sales Cadence in 2025: Examples and Best Practices

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Capture Activity with Riva