Create CRM-Ready Intelligence From Every Meeting

Riva Meeting Intelligence creates AI meeting summaries, action items, and follow-ups from client conversations, with privacy and control built in.

Riva Insight Side Panel — Contextual CRM Data

Trusted by Fortune 500 Companies

Use Cases

Transform Meetings Into Actionable CRM Intelligence

Standardize Meeting Summaries

Standardize Meeting Notes

Turn meetings into structured AI summaries, decisions, and next steps that follow best practices, then connect them to the right CRM records automatically.

Prepare for Better Meetings Faster

Prepare for Impactful Meetings

Use past decision history, outcomes, and client context from your CRM to create AI-generated briefs that help teams prepare for impactful meetings within minutes.

Connect Every Interaction

Bring together intelligence from meetings, emails, and conversations so teams can understand client needs in context and act with confidence.

Features

Unlock Insights From Every Meeting

Access Meeting Intelligence On Demand

Get immediate answers about meeting outcomes, key decisions, action items, and recommended next steps.

Ask questions about prior meetings using an AI chat experience
View transcripts, summaries, insights, and action items in a centralized dashboard
Use Riva’s agentic AI for in-context meeting intelligence without leaving the Riva platform
Learn More
Access Meeting Intelligence On Demand
Tap Into Every Customer Interaction

Tap Into Every Customer Interaction

Use agentic AI to bring meeting intelligence together with email, CRM, and activity data.

Review action items, notes, and decisions from past meetings in one centralized view
Generate intelligence from meetings, emails, and conversations so important context is not missed
Connect to CRM data through AI to support more relevant recommendations and insights
Learn More

Build Value in CRM With Greater Context

Automatically turn meeting outcomes into CRM-ready summaries, notes, tasks, and next steps.

Push meeting summaries, notes, and next steps into the client’s CRM record
Log best-practice meeting notes to CRM automatically
Maintain a comprehensive timeline of client interactions for compliance and relationship intelligence
Learn More
Build Value in CRM With Greater Context
Earn Client Confidence With Compliant, Frictionless AI

Earn Client Confidence With Compliant, Frictionless AI

Apply Riva’s AI to transcripts post-call, allowing data privacy controls to filter sensitive information and protect client data.

Use approved Teams and Zoom recordings and transcripts after meetings
Combine summaries with post-call voice notes for intelligence across the entire meeting lifecycle
Apply centralized permissions to control which meetings AI can access
Redact transcript and AI output data that is not permitted for AI or CRM
Learn More

Why Leading Enterprises Choose Riva

Security and Compliance

We help you protect sensitive client data and meet the world’s toughest compliance standards, so your teams can unlock insights without ever compromising trust.

Enterprise Ready

Our platform is built to handle the complexity of global enterprises. It’s configurable to your workflows, fits your data environment, and scales as your business grows.

Industry Expertise

We work with some of the most regulated companies in finance, insurance, and life sciences. That means we get the stakes, and we build solutions that actually work for how you operate.

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 Story

Explore the Riva Platform

More Ways to Supercharge Your Workflow

Artificial Intelligence

Bring AI into real workflows with trusted context and enterprise control.

Learn More

Email Capture

Capture emails as they hit your inbox and add them to the right CRM records for better client insights.

Learn More

Contact Management

Identify and create new contacts from email participants to keep CRM data accurate and complete.

Learn More

Insight Side Panel

View and update CRM data from inside your inbox to access client insights without switching tools.

Learn More

Email Bursts

Send personalized one-to-many messages using CRM data without leaving your email client.

Learn More

Email Templates

Use pre-approved templates to draft consistent, effective emails quickly.

Learn More

Sales Cadences

Create and manage step-by-step outreach sequences with built-in timing and automation.

Learn More

Bookings

Share real-time advisor availability and automate client scheduling to improve customer experience.

Learn More

Calendar Sync

Connect calendars and meeting data to the CRM for a complete record of activity.

Learn More

Questions? We Have Answers

How does Riva Meeting Intelligence work?

Riva Meeting Intelligence integrates with the existing meeting tools your company trusts today, analyzes transcripts with AI, and provides in-depth, contextual intelligence and insights from both the transcript and client data in your CRM. Riva applies security features to transcripts so sensitive data is not accessible by the AI, giving your teams access to intelligence without the risk of live listening tools.

Do my team members need to change how they run meetings?

No. Meeting intelligence works in the background using approved recordings and transcripts. Attendees do not need to take notes, add a bot to the meeting, or change their workflow.

Can we control which meetings get captured?

Yes. Admins can configure inclusion and exclusion rules at the team, role, or meeting-type level. Internal meetings, personal appointments, or sensitive sessions can be excluded from capture entirely.

How does Riva handle compliance and data governance for meeting content?

Riva gives administrators control over which meetings are captured, which are excluded, and where meeting data is written in CRM. Role-based and department-level policies can be applied to help support record-keeping requirements in regulated industries, and Riva applies redactions to transcripts to ensure only appropriate data is accessible to the AI or in CRM.

Is meeting data stored securely?

Yes. Riva is SOC 2 certified and built for enterprise security requirements. Meeting content is processed and stored in accordance with your organization’s data policies.

Unlock Client Data. Elevate Client Experiences.

Capture Activity with Riva