Showcase how Riva helps financial services companies get the most out of their CRM strategy.

Key Takeaways

In this webinar you’ll hear about:

  • How CRM has become a staple in how financial institutions work with their clients.
  • How Riva helps financial services companies get the most out of their CRM strategy
  • Understand how having solid CRM data automation processes in place can help your teams be successful in the new normal era.


  1. Financial Services in the digital era
  2. The promise of the CRM
  3. Unlock the power of your CRM
  4. The new normal

Breakdown of Minutes

  • 2:00 – Agenda
  • 2:35 – Financial services in the digital era
  • 3:13 – Client advantage in the digital era
  • 3:55 – Customers are going mobile
  • 4:35 – Why personalization matters
  • 5:09 – Winning the customer relationship is key
  • 5:30 – The promise of the CRM
  • 6:00 – CRM in financial services
  • 6:45 – De-risk your CRM investment
  • 9:05 – Are you getting the most out of your CRM
  • 10:15 – Our mission
  • 10:30 – Unlock the power of your CRM
  • 13:22 – Testimonials
  • 14:00 – The new normal
  • 17:23 – Q&A

Let's Write a Success Story Together

Making the most of your tech stack isn’t just a good idea: it’s good business. And while streamlining your tech stack necessarily involves a hard look at what you have, it also requires a close look at what you don’t. If you rely on CRM and email, calendar, and contacts platforms, it’s time to take a closer look at the power of Riva revenue data operations to make your revenue and communications data work better.

Forrester Study of Riva’s Transformative Impact: 352% ROI, less than 6 months to payback
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