What’s Blocking Your Teams From Turning AI Meeting Notes Into Client Intelligence?
Use this quick questionnaire to identify the gaps limiting your organization’s ability to operationalize meeting insights and capture valuable data. You’ll uncover what may be limiting your productivity, continuity, and visibility in client conversations. Based on your results, Riva will show you where your biggest risks and opportunities lie and provide a personalized readiness guide curated to help you improve meeting capture, strengthen governance, boost CRM visibility, and support productivity.
Your results are ready
See what we found about your meeting workflow
Enter your details to unlock your full diagnostic and download the Riva Meeting Intelligence Overview.
Your findings include
After you submit
Question 1
How does your team currently capture what happens in client meetings?
Choose the option that best describes your current situation.
Question 2
How would you describe your compliance and governance environment?
This helps us understand the constraints your team operates under.
Following up
Does the bot joining create friction with clients or concerns with your compliance team?
Think about how often meetings actually get recorded and whether the bot has come up with clients or internally.
One more question
Does the output from the bot connect to your CRM, and can your team review it before anything is saved?
Think about what happens to the intelligence after the meeting ends.
Following up
What does your team actually get from those recordings after the meeting ends?
Think about what is available to advisors or relationship managers once the meeting is over.
One more question
Does that structured output connect to your CRM, and can advisors control what gets saved?
Think about whether client context from meetings ends up in the system of record and how it gets there.
Following up
What is the main reason your team relies on manual notes rather than recorded or AI-assisted capture?
Select the option that is most accurate for your organization.
One more question
What is the biggest consequence of not having a consistent capture approach today?
Think about what your team actually loses or struggles with as a result.
Following up
What is the main reason capture is inconsistent across your team?
Choose the option that best explains the inconsistency.
One more question
When a meeting does get captured, what typically happens to the output?
Think about what advisors or managers actually do with notes or recordings after the fact.
Your Diagnostic
Here is what we found
Based on your answers, these are the gaps most likely shaping your current meeting intelligence experience. Teams in similar situations often find that addressing these together produces the clearest path forward.
Key findings
A better approach starts with how meeting intelligence is captured, not just what happens after the meeting
Organizations are not trying to record meetings better. They are trying to turn conversations into better follow-through, stronger relationship continuity, and more complete business insights. Teams that get the most from meeting intelligence tend to share one thing in common: they start with a governed capture model. That means using solutions that are already compliant and generate structured output that teams can safely access and control. It also means connecting that intelligence to the CRM in a way that supports relationship continuity rather than creating more fractured or unreliable data to manage. Riva is built specifically for this. Our Meeting Intelligence solution is designed to work within regulated environments, integrate with the systems teams already use, and give customer-facing teams visibility and control over what AI surfaces before it becomes part of the record.
Download the Riva Meeting Intelligence Overview
Riva Meeting Intelligence turns client conversations into trusted intelligence that is captured automatically, compliant by design, and connected directly to where your teams work.
We’ll show you how we bring emails, meetings, and contacts into your CRM, automatically and securely, and where AI seamlessly fits inside user workflows to improve productivity and client engagement.
Just fill in a few quick details, and we’ll set up a demo that’s tailored to your systems, your goals, and your team.
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