Riva Insight New! Delegate Support with Riva Insight Empower your executive assistants to manage and track meetings on your behalf to CRM. Based on the permissions and delegate access provided to your executive assistant, they can use Insight to track a meeting that’s on your calendar as you. This allows advisors to delegate admin tasks...
One of the core values at Riva is to “Build the Future.” We are committed to ensuring that our solutions stay on top of the latest technology trends so you are guaranteed the best and future-proof product experience. As such, we have some important notices with the 2022.4 release to help you prepare for the...
Manage Your Customers Wherever You Are and How You Wish Track in CRM on the Go, Right from Your Mobile! Are your relationship managers treating their mobile phones more like their primary workstations? With this release, Riva Insight on Mobile now supports Track in CRM. Now relationship managers can effortlessly track emails right from their...
Insight…now With Better Search! We all love it when a quick search on the internet results in precisely the information we want. At Riva, we understand that you expect similar results from your CRM. With our 2022.2 release, Insight will get you one step closer to that goal! Our new keyword search option allows users to...
Insight Riva is here to make CRM easier, smarter, and in line with industry and regulatory requirements. Our Insight side panel is the best way to deliver on that promise – putting connections, conversations and meetings into the context of relationships, right in the workflow your teams use most. Our newest release is ready for release...
Riva is here to make CRM easier, smarter, and in line with industry and regulatory requirements. Our Insight side panel is the best way to deliver on that promise – putting connections, conversations and meetings into the context of relationships, right in the workflow your teams use most. Our newest release is ready for release...
Riva is here to make CRM easier, smarter, and in line with industry and regulatory requirements. Our intelligent Sync is one way we deliver on that promise – by creating seamless near real-time customer data flow between CRM, email, calendar, task, and contact applications at scale. Our newest release is ready for release on October...
Riva is here to make CRM easier, smarter, and in line with industry and regulatory requirements. Our intelligent Sync is one way we deliver on that promise – by creating seamless real-time customer data flow between CRM, email, calendar, task, and contact applications at scale. Our newest release is ready and delivers some key improvements!
Riva is here to make CRM easier, smarter, and in line with industry and regulatory requirements. Our Insight sidebar is one way we deliver on that promise – putting connections, conversations and meetings into the context of relationships, right in the workflow your teams use most. Our newest release is ready and delivers some key...
Riva is here to make CRM easier, smarter, and in line with industry and regulatory requirements. Our intelligent Sync is one way we deliver on that promise – by creating seamless real-time customer data flow between CRM, email, calendar, task, and contact applications at scale. Our newest release is ready and delivers some key improvements!