AI That Works for You So You Can Focus on Your Clients

With AI built for complex, regulated industries, Riva delivers and enables innovative technology that drives better decisions for the world’s more advanced companies.

AI Vision

Redefining AI With Client Intelligence

AI is only as good as the data behind it. Riva turns everyday emails, meetings, and contacts into clean, connected client context and delivers it to your AI tools and workflows. The result is accurate guidance, safer automation, and outcomes teams can trust.

Reduce friction, strengthen data quality, and give you more time to focus on clients. 
Connect client context into every workflow, improving AI outcomes across your organization. 
Operate within industry regulations while keeping innovation moving forward. 
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Guiding Principles

Enterprise-Ready, Client-Centered AI

Our AI guiding principles ensure innovation is strategic, responsible, and built to create real value for enterprises and their clients.

Security and Compliance

AI must safeguard data and operate within the rules of regulated industries.

Transparent and Accountable

AI must operate clearly and reliably, delivering outcomes clients can trust.

Human-Centered

AI must augment users, helping them deliver more for their clients.

Value-Driven

AI must deliver measurable impact across enterprises and their clients.

Data Privacy & Security

Safeguarding Data, Enabling Innovation

At Riva, safeguarding data is fundamental. Our AI is built to operate within the strict requirements of regulated industries, ensuring privacy, security, and compliance are never compromised.

Every innovation we deliver is designed with protection at its core — so you can trust your client information remains secure while unlocking new value from AI.

AI in Action for Leading Enterprises

Smarter Data Monitoring

AI reviews client interactions against your CRM, uncovering gaps and discrepancies. It recommends updates or new records, keeping client data accurate, connected, and reliable as a source of truth.

Guided Productivity

AI is built into your inbox side panel, ready when you need it. It cuts through the noise by summarizing interactions, surfacing next steps, and preparing notes to flow directly into your CRM — giving you more time to focus on clients.

Intelligent Engagement

AI strengthens client interactions by suggesting email content, enabling personalized outreach, and delivering insights at the right moment to elevate every engagement.

The Value of Riva's AI Assistant

Firms using Riva’s AI Assistant have seen:

50% reduction in post-meeting documentation time
Up to 80% improvement in CRM data completeness and quality
Significant increases in advisor NPS and client satisfaction  
Stronger compliance posture with less manual oversight  
Improved capacity to scale without expanding headcount
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Bring Your Clients Into Focus With Riva AI

Artificial intelligence is reshaping how enterprises deliver client experiences. With Riva, AI is secure, compliant, and designed to put client intelligence at the center of every interaction. Bring your clients into focus with Riva AI and see how it works for you today. 

Riva enriches your CRM with complete, connected client data, and delivers it to the AI tools you already use. That means more accurate insights, less manual work, and better client experiences — all built for regulated industries.

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Questions? We Have Answers.

What is Riva’s approach to AI?

Riva acts as your data foundation for AI, turning everyday client interactions into clean, linked CRM context that your reporting, automation, and AI tools can trust. 

How does Riva enable our AI initiatives?

Riva writes captured interactions to standard Salesforce objects (e.g., Tasks related to Accounts, Contacts, Opportunities, and Leads), so your data is instantly reportable, automatable, and ready for the AI tools you already use. 

Where does Riva fit in our AI stack?

Riva is the reliable data layer. It feeds your existing AI, whether that’s built into your CRM, productivity suite, or a private LLM, by keeping CRM records accurate, complete, and up to date. 

Does Riva offer any AI features of its own?

Yes. Riva Copilot inside Riva Insight can assist with contact creation and updates based on the email or meeting you’re viewing. It’s optional and admin-controlled. 

How does Riva manage compliance, privacy, and AI governance?

You stay in control. Admins define capture rules and exclusions, and Riva respects CRM permissions. We support data residency choices and align with your governance policies to help keep sensitive data where it belongs. 

Unlock Client Data. Elevate Client Experiences.

We’re proud to announce that Riva has been named to the FinTech Global 2025 InsurTech100 list
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