Explore How Leading Organizations Save Time and Do More with Riva
Seamlessly Sync Client Activity to CRM
No more manual data entry. Save time and avoid errors with automated data sync between Outlook and Salesforce.
Less Admin, More Meaningful Client Interactions
Stop toggling between email and CRM and get an in-depth look at client accounts, goals and relationships.
Enterprise-level Security and Compliance
Maintain 100% adherence to rules about accessing sensitive information like MNPI by securely controlling and classifying information.
Riva Empowers Client-Facing 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 Salesforce 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 Riva’s Total Economic Impact™: A Commissioned Study by Forrester Consulting
Riva automates Outlook and Salesforce data sync and eliminates the need for manual entry, so client-facing teams can do better work in less time. Download the study and learn about the potential return on investment (ROI) that enterprises will realize by deploying Riva.
“We estimate a savings of 15-20 minutes a day for each field rep. Over ten years, that equates to hundreds of thousands of dollars – well worth our investment in Riva!”
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