Tap into Your Data Potential: 5 Features Financial Institutions Value Most
Tools like Salesforce, Office365/Exchange, and Gmail are critical to managing internal and external relationships, but when data gets caught between...
Should You Make the Move to Financial Services Cloud?
Pros, Cons, and Considerations When Your Goal is Compliant Customer 360 You support a team that makes decisions with 6-...
Salesforce for Outlook is Being Retired: Alternatives and Replacements
A guide to the choices available to replace Salesforce’s Retired Outlook Connector Salesforce for Outlook: the basics Salesforce for Outlook...
The Customer Data Ops Revolution
The concept of shareholder value capitalism is attributed to several notable economists and embraced as conventional wisdom by Western culture...
Three Emerging Trends in Financial Services that Build Customer Trust and Loyalty
Staying competitive requires understanding trends. Here are three emerging trends that are high on the radar of global business, CISO,...
Salesforce + Riva Insight = More Powerful Relationships Right in Your Inbox
While tools like Salesforce, email, and calendars keep teams focused and productive, they can also create blind spots when managing...
Introducing a Simpler, Faster Way to Keep All of Your Calendars in Sync
We all live by our calendars, whether it’s a meeting with a client, lunch with a colleague, or your child’s...
Effortlessly Capture and View Outlook Email Conversations in Salesforce
Make team selling more efficient with Riva Conversation Capture for Salesforce. Large financial services, insurance, and life sciences organizations can...
Three Easy Ways Salesforce Users Can Dominate the Competition
It’s not fair, really – the advantage that Riva gives organizations using Salesforce. Simple yet Elegantly Designed Integration Solution Regardless...
How to Create Meaningful Engagement to Grow and Retain Customers
When organizations neglect relationships, customer experience and satisfaction can flatline. Many banking and financial services organizations are facing this challenge....