Spend More Quality Time with Clients, Less Time with Paperwork
Quickly see up-to-date client history and eliminate repetitive data entry tasks with Riva Activity Capture through real-time calendar, contact, and email synchronization.
Nurture Lifelong Relationships
Proactively Grow Relationships
Follow through with clients every time with pre-designed, multi-touch cadence workflows. Automatically trigger pre-scheduled actions to nurture client relationships. And with cadence performance analytics, you will gain the insight you need to grow pipeline with your most engaged clients.
Maintain a Larger Book of Business with Less Heartburn
Say goodbye to frustrating back-and-forth emails to schedule a meeting. With Riva Bookings, schedule more meetings easily using a unique calendar link with real-time availability.
“We would highly recommend solving your CRM, email, or other third-party application data automation challenge with Riva and the Riva team. ”
Get Your Day Back
End Pointless Switching – and Incomplete Data
Riva seamlessly integrates Outlook and Salesforce (and most other CRMs) to provide you insight and next steps from where you work today while capturing client interactions in the CRM automatically.
Free Yourself From Busy Work
Save time and follow up with clients using personalized templates within Outlook. Don’t have a template that fits? Riva Copilot can aid you in quickly drafting that perfect mail for your client.
Prioritize Your Day
Get real-time client engagement insight into email opens, replies, and clicked links, so you can follow through with your most interested leads.
What Could You Do with an Hour Back Every Day?
Discover how Riva Activity Capture measurably helps you save time—so you can focus on your clients while growing your book of business.
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Safeguard Your Clients and Your Team
Confidently Apply Your Data Privacy and Governance Strategy
Only show sensitive data to the right people. Assign data sensitivity and compliance levels within Riva to limit data availability to authorized users. Riva will respect and enforce CRM data policies.
Real-Time Reliability For the Entire Team
Whether you are a team of 50 advisors, or 50,000, Riva ensures your CRM is the single source of truth in real-time. All without creating technical debt or burdening your operations team.
Enterprise Tested
Meet Data Residency Regulations With Riva
Riva offers multiple deployment options to fit every organization’s unique requirements. Use Riva’s cloud, your cloud, or deploy Riva on-premises in your datacenter.
Get More From Your Existing Technology Investments
Activate users fast with Riva native integration for all major CRM and email platforms. Riva’s delivery team helps you quickly realize value without a long engagement.
Ensure Compliance With a Little Help From Riva
Riva fully respects your Salesforce org and data privacy model. Additionally, advisors can classify meetings, contacts, and other captured data in Riva so it privately syncs to your CRM when discretion is required.
