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.

Data compliance

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. 

Riva TEI
What Our Customers are Saying
"With Riva, we now provide a client experience that keeps us highly competitive. Our wealth managers have an up-to-date history of prospect and client interactions and activities - eliminating confusion between team members and making the client experience seamless. Riva went above and beyond."
Head of Investment Banking & CRM Technologies
Top North American Financial Services Organization
What Our Customers are Saying
Like many institutions our size, we have a complex tech stack with both on-premises and cloud-based applications. We need our sync solution to easily manage our over 1.5M appointments each month, be effortlessly scalable and secure. We couldn’t afford to disrupt the way our advisors work. Riva is the only solution for us.
Senior Vice President and Chief Compliance Officer
Third largest US-based insurance company
What Our Customers are Saying
Riva is such an elegant, smart solution. The off-the-shelf connectors we tried couldn’t meet our stability, security, and scalability needs. Riva does. It unites our complex applications – without adding complexity. It saves everyone from our Salesforce admin to our advisors hundreds of hours a year.
Senior Vice President, Digital Transformation
“Signature” Insurance and Investment Firm
What Our Customers are Saying
“One of the key reasons we selected Riva was for [its] ability to scale across large numbers of users within our consumer bank as well as large populations of users across other related business units.”
Program Manager, CRM Strategy
Global Investment Bank with 70 Offices in 15 Countries
What Our Customers are Saying
Riva has helped us mitigate the risk of losing the trust of our valuable high net-worth clients. 35,000 of our bankers and wealth managers no longer need to waste time toggling between systems. Instead, they are able to focus on providing our clients with stellar customer experience and a very personalized customer journey at every touchpoint with our organization.
Program Manager, CRM
US Multinational Investment Bank
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Get in touch with us to request a personalized demo and experience the power of the Riva Engine.

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