Launch Personalized Email Campaigns Right From Your Inbox
Create and send multi-step outreach from the inbox you already use. Build personalized sequences that move client conversations forward, without switching tools.
Trusted by Fortune 500 Companies
Use Cases
Run Smarter Sequences for Better Customer Experiences
Engage Clients at Scale
Easily build email sequences for key segments or high-touch clients. Make every message feel personalized without leaving your inbox.
Share Your Best Cadences
Turn top-performing cadences into shared playbooks so the whole team wins. Help every advisor send better email campaigns, faster.
Stay Aligned With Best Practices
Use thoughtful, multi-step outreach to meet clients where they are, delivering the right message at the right time in their journey.
Features
Optimize Your Emails for Better Business Results
Launch Cadences in Outlook
Launch and manage cadences from your inbox. No more tool switching.
Automate Next Steps With Built-In Logic
Guide clients through the cadence with automated next steps.
Track Performance and Optimize
Get the performance you need out of your cadences by monitoring and optimizing workflows.
Support Multi-Advisor Sending
Send from the right advisor to deliver a more personal experience.
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.
Email Templates
Use pre-approved templates to draft consistent, effective emails quickly.
Scheduling
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.
