Explore How Leading Banks, Wealth Managers, and Insurers Earn Client Trust With Riva
Build Long-Lasting Relationships
Elevate every client interaction with personalized, automated workflows that trigger the right message at the right time.
Increase Financial Advisor Productivity and Impact
Give advisors an in-depth look at financial accounts, goals, relationships, and more with one unified 360-degree view of clients.
Safeguard Your Clients and Your Reputation
Maintain 100% adherence to rules about accessing sensitive information like MNPI by securely controlling and classifying information.
Riva Empowers Financial Services Teams to Strengthen Client Relationships and Drive Growth
Find the trusted client data you need — right where you need it
- Gain real-time Customer 360 to build and sustain long-term relationships through the integrated Outlook side panel.
- Bring Outlook and CRM data together through automated sync — no more manual data entry.
- Get trusted, unified, current CRM and Outlook data without switching platforms.
Why it works
- Advisors have everything they need to keep conversations flowing in one place — CRM or the Outlook side panel.
- Histories update automatically — shifting worker time from data capture to customer engagement
Calendar Integration & Frictionless Bookings
- Sync Outlook and Salesforce calendars to prevent double bookings and missed meetings.
- Streamline client booking with personalized calendar links that show real-time availability.
- Sync meeting details directly to Salesforce to ensure complete visibility for frontline reps and management.
Why it works
- Simplifies meeting classification and high-value interaction tracking transparency.
- Reduces scheduling friction and saves time wasted on scheduling.
Automate cross-channel client outreach with personalized cadences in Outlook
- Ensure consistent follow-ups with your most important clients, automatically syncing engagement data with Salesforce.
- Leverage customizable and shareable templates tailored to your prospecting needs.
- Use merge fields (even custom ones) to trigger hundreds of personalized emails, tasks, and reminders across multiple touchpoints.
Why it works
- Automates personalized, high-volume outreach and critical follow-ups — freeing advisor time for client relationships.
- Ensures all interactions are tracked, follow-ups are timely, and opportunities are well managed.
Measure and optimize client engagement with powerful analytics
- Track email opens, link clicks, and overall engagement with clients.
- Gain granular insights to discover what resonates.
- Use data to refine your messaging and improve your outreach strategy.
Why it works
- Helps advisors engage strategically by knowing what’s working and where they can improve.
- Provides visibility into client engagement metrics that impact overall sales performance.
Leverage AI to turn client data into actionable insights
- Drive proactive client engagement with AI-generated insights.
- Draft emails and templates in seconds — including booking links and merge fields.
- Surface need-to-know client data from Outlook and update CRM with ease.
Why it works
- Makes advisors more efficient by reducing time spent on data entry and drafting.
- Discovers important contact data in Outlook and suggests CRM updates, keeping your data fresh and clients impressed.
Download the Overview: Transforming CRM Efficiency for Financial Institutions with Riva
Riva automates Outlook and CRM data sync, so financial institutions can do better work in less time. Discover how reclaiming advisors’ time with Riva helps build customer relationships and deliver results.
“Riva has helped us mitigate the risk of losing the trust of our valuable high net-worth clients. Our bankers and wealth managers no longer waste time toggling between systems.”
Speak to an Expert
Learn how Riva can help you reclaim your day and confidently follow through with clients.
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