Access Optimized Email Templates for Better Performance
Keep communication consistent and effective. Build, personalize, and send proven templates right from your inbox, using CRM fields to personalize each message.
Trusted by Fortune 500 Companies
Use Cases
Send Consistent, Effective Emails Faster
Skip Manual Emails for Everyday Outreach
Build reusable templates for follow-ups, confirmations, and reminders, so advisors spend less time drafting and more time with clients.
Personalize Campaigns at Scale
Pull contact information directly from your CRM to tailor each templated message, improving relevance and engagement without extra work.
Share and Scale What Works
Use performance insights to identify top templates and make them available to your teams, so everyone benefits from proven messaging.
Features
Everything You Need for Effective Engagement
Build and Personalize Templates
Create and manage templates in your inbox. Insert CRM merge fields, add links, and keep everything on message.
AI-Assisted Drafting
Accelerate email creation with AI-generated drafts that follow your organization’s messaging standard.
Team Sharing and Permissions
Scale personalized outreach by giving the right teams access to the right templates, without compromising control or consistency.
Why Leading Enterprises Choose Riva
Customer Success Stories
What Our Clients Say
"Effortless! Our advisors don’t have to change the way they work – they aren’t even aware that Riva is wrangling our client data across applications in the background. They have data they can trust in the applications they work in every day – and they no longer have to re-enter data!"
Executive Vice President and Chief Information Officer, Leading Boston-based Hedge Fund Firm
View Success StoryExplore More Features
More features to supercharge your workflow
Email Bursts
Send personalized one-to-many messages using CRM data without leaving your email client.
Sales Cadences
Create and manage step-by-step outreach sequences with built-in timing and automation.
Riva Bookings
Share real-time advisor availability and automate client scheduling to improve customer experience.
Calendar Sync
Connect calendars and meeting data to the CRM for a complete record of activity.
Contact Management
Identify and create new contacts from email participants to keep CRM data accurate and complete.
Email Capture
Capture emails as they hit your inbox and add them to the right CRM records for better client insights.
Insight Side Panel
View and update CRM data from inside your inbox to access client insights without switching tools.
Ready to Send Personalized Engagement at Scale?
See how teams use CRM data to build lists, personalize outreach, and hit send, all without leaving their inbox.
Let’s ChatUnlock Client Data. Elevate Client Experiences.
