3 Financial Services Trends That Build Customer Trust and Long-Term Retention
See the Trends First with the Proven Power of Revenue Data Ops Keeping your enterprise competitive continually challenges your ability...
MNPI Compliance & Regulation in U.S. and EU Markets
This article explores: What is MNPI? MNPI refers to material non-public information. Material non-public information is information that has...
Should You Make the Move to Financial Services Cloud?
Pros, Cons, and Considerations When Your Goal is Compliant Customer 360 You support a team that makes decisions with 6-...
The Customer Data Ops Revolution
The concept of shareholder value capitalism is attributed to several notable economists and embraced as conventional wisdom by Western culture...
Salesforce + Riva Insight = More Powerful Relationships Right in Your Inbox
While tools like Salesforce, email, and calendars keep teams focused and productive, they can also create blind spots when managing...
Introducing a Simpler, Faster Way to Keep All of Your Calendars in Sync
We all live by our calendars, whether it’s a meeting with a client, lunch with a colleague, or your child’s...
Three Easy Ways Salesforce Users Can Dominate the Competition
It’s not fair, really – the advantage that Riva gives organizations using Salesforce. Simple yet Elegantly Designed Integration Solution Regardless...
How to Create Meaningful Engagement to Grow and Retain Customers
When organizations neglect relationships, customer experience and satisfaction can flatline. Many banking and financial services organizations are facing this challenge....
Fundamental Principles, Metrics, and Tips to Achieve a Thriving CRM Culture
CRM user adoption is a lot like a healthy lifestyle. If it were easy, everyone would be doing it. But...
Sync Salesforce Calendars, Contacts, and Email in Real-Time
Yes, you read that correctly! Riva syncs calendar events, contacts, and email between Salesforce and your inbox – in real-time....