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
Gain instant, comprehensive client insights right inside your inbox
- Instantly access deal and customer 360 views during conversations without leaving Outlook.
- Easily track client touchpoints, ensuring you never miss key customer details.
- Provide more personalized client service with in-depth insights at your fingertips.
Why is it important?
- Advisors can keep working within their preferred application, reducing clicks and improving efficiency.
- No need to switch between platforms to find critical client information.
Eliminate scheduling conflicts and capture meetings seamlessly
- Sync Outlook and Salesforce calendars to prevent double bookings and missed meetings.
- Automatically capture meeting data and track client interactions.
- Ensure visibility of meeting history, providing transparency for frontline reps and management.
Why is it important?
- Solves challenges with classifying meetings and tracking high-value interactions.
- Helps track how often reps are connecting with key clients, reducing the risk of under-engagement.
Easily update CRM records directly from your email inbox
- Create and update contact and lead records from within Outlook.
- Maintain always-accurate client data in Salesforce without switching between platforms.
- Reduce time spent on manual CRM updates, ensuring up-to-date client information.
Why is it important?
- Minimizes complexity and manual effort, enabling advisors to work efficiently.
- Improves data consistency across platforms, addressing concerns about invalid or outdated data.
Leverage AI to turn client data into actionable insights
- Use Riva Copilot AI to analyze client data and recommend next steps.
- Drive proactive client engagement with AI-generated insights.
- Automate routine tasks, freeing up advisors to focus on high-value client interactions.
Why is it important?
- Makes advisors more efficient by reducing time spent on data entry and analysis.
- Helps teams focus on the most critical clients and opportunities with AI-powered recommendations.
Automate and personalize client outreach across channels
- Trigger personalized emails, tasks, and reminders automatically across different touchpoints.
- Ensure consistent, timely follow-ups with your most important clients.
- Seamlessly integrate with Salesforce to track outreach and engagement progress.
Why is it important?
- Reduces time spent manually following up with clients, enhancing overall productivity.
- Helps advisors nurture client relationships without missing critical engagement points.
Book meetings without the hassle of back-and-forth scheduling
- Create personalized calendar links that show real-time availability, streamlining the booking process.
- Allow clients to book time effortlessly, improving their experience.
- Sync meeting details directly to Salesforce for full visibility.
Why is it important?
- Reduces scheduling friction and eliminates wasted time on administrative tasks.
- Helps advisors maintain a smooth, professional client experience.
Send personalized, high-volume emails from Outlook
- Send hundreds of emails at once, automatically syncing engagement data with Salesforce.
- Access a library of pre-built templates and customize them for your prospecting needs.
- Use merge tags and dynamic fields to personalize emails across the entire customer journey.
Why is it important?
- Increases efficiency by allowing high-volume email campaigns without sacrificing personalization.
- Ensures all interactions are tracked, reducing the chance of missed opportunities.
Measure and optimize client engagement with powerful analytics.
- Track email opens, link clicks, and overall engagement with clients.
- Gain insights into which communications resonate best with your audience.
- Use data to refine your messaging and improve your outreach strategy.
Why is it important?
- Helps advisors understand what’s working and where to improve, supporting more strategic engagement.
- Provides visibility into client engagement metrics that impact overall sales performance.
