Increase Customer Lifetime Value

Riva provides the real-time, 360-view of client relationships that you need and helps you follow through with personalized workflows that adhere to your organization’s data privacy and compliance requirements.​

Increase customer lifetime value with Riva

Nurture Lifelong Relationships​

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.

Real-time calendar, contact, and email synchronization

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.

Multi-touch cadence workflows and analytics

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.

Book meetings with 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. ”

Tim Wood, Technical Architect, Pernod Ricard
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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.

Seamless integration between Outlook and Salesforce (and other CRMs)

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.

Personalized templates in Outlook

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.

Detailed email analytics

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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Riva Activity Capture stats

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.

Apply your data privacy and governance

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.

Single source of truth in real-time for the whole team

Enterprise Tested

Meet Data Residency Regulations With Riva

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

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

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.

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Schedule a Demo

Learn how Riva can help you reclaim your day and confidently follow through with clients.  

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Optimize customer journey and automate workflows with Riva Sales Engagement
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