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.
Trusted by Fortune 500 Companies
Use Cases
Transform Meetings Into Actionable CRM Intelligence
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 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.
Tap Into Every Customer Interaction
Use agentic AI to bring meeting intelligence together with email, CRM, and activity data.
Build Value in CRM With Greater Context
Automatically turn meeting outcomes into CRM-ready summaries, notes, tasks, and next steps.
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.
Why Leading Enterprises Choose Riva
Customer Success Stories
What Our Clients Say
Explore the Riva Platform
More Ways to Supercharge Your Workflow
Artificial Intelligence
Bring AI into real workflows with trusted context and enterprise control.
Email Capture
Capture emails as they hit your inbox and add them to the right CRM records for better client insights.
Contact Management
Identify and create new contacts from email participants to keep CRM data accurate and complete.
Insight Side Panel
View and update CRM data from inside your inbox to access client insights without switching tools.
Email Bursts
Send personalized one-to-many messages using CRM data without leaving your email client.
Email Templates
Use pre-approved templates to draft consistent, effective emails quickly.
Sales Cadences
Create and manage step-by-step outreach sequences with built-in timing and automation.
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.
Questions? We Have Answers
How does Riva Meeting Intelligence work?
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?
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?
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?
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?
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.




