The world’s leading enterprises have a common goal: create stronger client relationships built on personalization and trust. That demands contextual intelligence, and the ability to engage at speed and scale, without compromising control.
That’s the reality we’re building for. Riva’s vision is to empower teams with AI-powered insights and integrated communication tools, turning fragmented client data into personalized, actionable intelligence that builds deeper, trust-based relationships.
Agentic AI workflows will power that shift, coordinating tasks end to end, surfacing next-best actions, and helping teams close gaps across the sales engagement cycle. Our commitment is delivering this vision with transparency, clear approvals and controls within AI flows, and alignment with enterprise governance so innovation moves forward quickly and responsibly within the guard rails our clients put in place.
Many teams are prepared to take steps toward this future now; others want a measured path. We support both, advancing toward agentic end-to-end workflows while delivering value now.
Artificial Intelligence That Makes an Impact
Here’s how we’re leveraging AI to solve challenges at the core of every client relationship: preparation, communication, and follow-through.
Intelligent Meeting Preparation & Capture
Spend less time getting ready for meetings and more time building relationships. Before a meeting, Insight pulls the essentials into a short brief so you don’t have to hunt for relevant details. After the meeting, you’ll receive drafts notes, decisions, and recommendations for next steps. Insight also proposes CRM updates and follow ups for you to approve. The results is more efficient meeting preparation, better conversations, and reliable capture of what matters, without additional administrative work.
Smart Communication Tools
Riva’s email and calendar integrations are already trusted across regulated industries. Now, we’re layering in AI to enhance everyday communication, summarizing threads, suggesting responses, and prompting timely follow-ups. This means more efficient client communication and higher-quality data powering your AI tools.
Multi-Agent Side Panel (Riva Insight)
One of the most exciting areas of innovation is how we’re evolving Riva Insight into a unified workspace inside Outlook that lets users access approved AI agents – including Salesforce’s Agentforce, Riva’s purpose-built agents, and customer-hosted models – in one place. It’s a smarter, more secure way to work, that eliminates context switching that slows teams down, so they can act faster, stay compliant, and consistently deliver better client experiences.
What’s Here Today
Our early adopters are already seeing impact from AI capabilities now in early access. That includes:
- AI-suggested responses directly in Outlook
- Seamless voice-to-text note capture post-meeting
- Real-time meeting feedback and performance ratings
- AI-generated email thread summary tracking in CRM
Every feature we bring to life is co-developed with customer input and validated for impact. Our roadmap is shaped by real-world use cases, not theoretical potential.
The Path Forward: Thoughtful, Practical, Transformative
Our north star is clear: empower teams with AI-powered insights and integrated communication tools that turn interactions into intelligence and build deeper, trust-based relationships. In practice, that means delivering solutions that improve advisor productivity, enrich the CRM as a reliable system of record, and strengthen decision-making across the revenue cycle.
The outcome is simple: more time with clients, cleaner data that leaders can trust, and a platform that’s ready for the next wave of AI without compromising on privacy or policy.
Explore our platform to learn more.
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