Amplify Advisor and Customer Success
Tired of incomplete customer relationship data and wasting time on manual tasks? Transform your seller workflows and customer activity capture to amplify advisor success with trusted customer 360 data and optimize every touch point and advisor follow-through along the client journey.
Learn how Riva has helped over 200 financial institutions achieve significant benefits.
Unlock the Full Story of Your Customer Relationships and Deliver Brilliant Digital Experiences at Scale
Riva keeps your data secure and compliant while providing maximized customer lifetime value, effortless meeting scheduling, high-value customer and employee digital experiences and eliminates data gaps.
All Your CRM Data in Outlook, Ready to Action on
Riva integrates Salesforce data and serves up real-time, actionable insights and sales engagement capabilities directly in Outlook, eliminating context-switching and manual, duplicate data entry.
Personalized Digital Experience to Increase Sales Productivity
Amplify advisors’ success by optimizing every touchpoint along the customer journey. Riva helps effortlessly schedule meetings, craft personalized client content, and deliver high-value customer and employee digital experiences at scale.
Trusted Customer 360, Security, and Compliance
Say goodbye to poor data quality and time wasted on data wrangling with a unified view of data that prioritizes signal over noise – securely. Riva delivers enterprise-grade, stringent security, compliance, and regulatory requirements to ensure data trust.
Trusted By Your Peers
Achieve More with Proven Features
We have years of expertise working with enterprises like yours – including over 200 blue-chip companies in regulated industries. Let Riva solve your technology challenges.
Regardless of your expertise, Riva can help you streamline operations without compromising client relationships. See why Riva is trusted to keep $32 trillion in assets under management (AUM) secure.
Unify the client experience across your organization and grow your book of business through automating advisor and seller workflows.
Capture key client data to ensure full visibility into customer relationships and activities for complete customer 360.
Boost client engagement with timely, personalized touchpoints and automated follow-through.
Ironclad data security, privacy and compliance with flexible deployment options in your own data center.
Join over 200 financial institutions and top US and Canadian banks already benefiting from Riva solutions.
Trusted by your peers, Riva amplifies your advisor, sales, and customer success by capturing activity and relationship data in real-time at scale for complete customer 360.
Eliminate data gaps with highly configurable CRM integration.
Prioritize signal over noise with intelligent sync rules.
Ensure enterprise-grade security and compliance.
Improve team productivity with contextual data directly in your inbox and calendar.
Optimize Customer Engagement Strategies Through Actionable Insights.
(Early Access) Riva automates advisor and seller workflows and boosts customer lifetime value by optimizing every touch point along the customer journey.
Increase customer lifetime value with personalized, multichannel reach-outs at scale.
Improve productivity through AI-powered workflows and an enterprise-grade meeting scheduling solution.
Ensure ironclad security and compliance.
Turn engagement reporting and analytics into actionable, data-driven insights.
Work better, wherever, with intuitive Outlook side panel and seamless Salesforce integration.
Recognized by Industry Experts
Unlock the True Potential of Your Data
Discover how Riva Activity Capture delivers measurable returns on investment, driving growth and efficiency across the organization.
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Get in touch with us to request a personalized demo and experience the power of the Riva Engine.