Get more out of your existing CRM investments with Riva. Riva’s platform integrates across multiple CRM and Email providers, provides flexible deployment options from Riva’s cloud to your data center, and is designed with your privacy and compliance obligations in mind.
Get customer insights directly within your client communications, no matter where you’re working. Riva’s Outlook side panel seamlessly integrates across desktop, web, and mobile, keeping you productive on any device.
Riva Copilot AI assists you with quick follow-up email suggestions and recommends contact updates, ensuring you always capture the latest client information.
“It was crucial to find a data operations platform that would help them through the migration process – allowing them to maintain access to their crucial CRM information from their current and future email systems from anywhere, on any device at any time.”
Riva fully respects your Salesforce org and data privacy model. Additionally, advisors can classify meetings, contacts, and other captured data in Riva so it syncs to your CRM privately when discretion is required.
Activate users fast with Riva native integration for all major CRM and email platforms. Riva’s delivery team helps you realize value without a long engagement.
nurture lifelong relationships
give advisors their day back
global financial service organizations
Successful security reviews
Learn how Riva can help you reclaim your day and confidently follow through with clients.
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