Bring AI Into the Flow of Work
Riva helps advisors move faster, keeps CRM data accurate, and drives AI adoption, all without forcing teams to leave Outlook. By delivering AI inside existing workflows and grounding it in trusted relationship context, Riva makes AI practical at the moment of work.
Trusted by Fortune 500 Companies
Use Cases
Outcomes That Scale in Real Workflows
Reduce Advisor Friction
Capture meetings, cut through noise, and log next steps, without leaving the flow of work.
Improve Client Relationships
Prep faster, respond sooner, and follow through consistently with context that moves relationships forward.
Boost CRM Accuracy and Adoption
Surface updates and follow-up actions to keep the CRM complete and accurate, with users approving every change.
Riva’s AI Capabilities Built for the Moment of Work
Connected Agents: Bring AI Into Outlook
Meet users where they already work. Riva hosts client‑owned agents in Outlook so AI becomes accessible without compromising governance.
Respond With Confidence Using AI
Draft relevant email replies grounded in real context, so advisors can efficiently build stronger relationships with clients.
Keep Relationships Connected
Find the stakeholder hiding in email threads and keep your system of record aligned with reality.
Capture and Summarize Key Moments
Turn quick debriefs into structured AI meeting summaries that include decisions and action items.
AI Vision
Context Turns Your AI From Reactive to Predictive
Riva’s AI helps advisors respond faster, follow up smarter, and never miss an important client moment, without compromising compliance or trust. By connecting emails, meetings, and contacts to your CRM, Riva turns interaction signals into trusted context so AI can anticipate what’s next. And because it lives in Outlook, guidance shows up where work already happens.
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.
The Value of Riva’s AI Capabilities in Production
Firms using Riva’s AI have reported:
Data Privacy & Security
Safeguarding Data, Enabling Innovation
Riva is designed for complex, regulated environments. AI follows admin‑set data policies so only the right data is accessible to AI and synced to the CRM, supporting responsible innovation without compromising privacy.
- Policy-based controls aligned to enterprise governance
- Role‑based access and compliant handling of captured context
- Transparency through recommendations, no forced automation
- Human approval to maintain trust and adoption
Why Leading Enterprises Choose Riva
Questions? We Have Answers.
What makes Riva’s AI different?
What makes Riva’s AI different?
It’s delivered inside real workflows (email, calendar, meetings), grounded in interaction context, and measured by outcomes—adoption, speed, accuracy, and follow‑through.
How does Riva keep humans in control?
How does Riva keep humans in control?
Riva provides transparent suggestions and recommendations; users decide what to send, log, or update.
How do admins control what AI can access?
How do admins control what AI can access?
Riva follows admin-set policies so access and syncing align to governance requirements in regulated environments.
Does connecting agents using Riva expand Salesforce permissions?
Does connecting agents using Riva expand Salesforce permissions?
No. Riva simply surfaces Agentforce in Outlook. Users interact with agents using the same Salesforce identity and permissions they already have in Salesforce. Riva doesn’t grant additional access or introduce a new permission model.
How does Riva improve CRM integrity?
How does Riva improve CRM integrity?
Riva monitors interaction activity for gaps or discrepancies and recommends updates, so CRM completeness improves through day-to-day work.
Unlock Client Data. Elevate Client Experiences.
