Activity Capture
Calendar Sync Automatically log meetings and sync calendars 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.

Sales Engagement
Bookings Share real-time advisor availability and automate client scheduling to improve customer experience.
Email Bursts Send personalized one-to-many messages using your CRM data without leaving your inbox.
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.

Platform Learn about Riva Platform
Artificial Intelligence Enrich your CRM with customer intelligence to power high-impact agentic AI.
Cloud Secure, scalable, and built for enterprise — optimized for Microsoft 365, Google Workspace, and more.
Integrations Connect seamlessly with CRMs like Salesforce and Dynamics, and tools like Outlook and Gmail.
Security, Compliance, Privacy Enterprise-grade compliance with SOC2 certification and data policies you can rely on.

Mega Menu Banner

Industries
Financial Services Reclaim your day with real-time activity capture built for regulated teams.
Life Sciences Capture customer intelligence for insights to drive impactful engagement.
Professional Services Build client trust with seamless CRM and calendar integration for partners and consultants.
Education Simplify scheduling and engagement to strengthen every student–advisor connection.

rivas-total-economic-impact

AI & Automation

Riva’s Total Economic Impact™: A Commissioned Study by Forrester Consulting

Transformative Impact is Worth the Investment At Riva, we’ve spent decades building an impressive list of clients who rave about...

Customers

Resources Hub View all Resources
Blog Insightful takes on CRM strategy, RevOps, and smarter data governance.
Podcast Real talk with leaders driving change in compliance, RevOps, and tech.
Success Stories See how teams like yours streamline processes and achieve results.

Riva Users
Knowledge Base Get step-by-step product guidance, documentation, and answers to common questions.
Support Need a hand? Reach our team or send a support request anytime.

AI & Automation

The Riva Platform: Intelligence That Builds Deeper Client Relationships

The world’s leading enterprises have a common goal: create stronger client relationships built on personalization and trust. That demands contextual...

Company
About Us Get to know the people, values, and vision that drive Riva forward.
Join Us Curious about what we’re building? Explore open roles and help shape what’s next.
News Catch up on our latest announcements, partnerships, and product updates.
Contact us Have a question? Reach out to our team. We’re happy to help with demos, support, or anything else.

AI & Automation

Introducing the New Riva

Today we’re unveiling something new: a refreshed Riva brand and a completely reimagined website. This is more than a new...

Contact Get a Demo

Resources

Your Riva Resource Hub

Product releases, podcasts, webinars, and more — all designed to help your team succeed.

Banking & Financial Services

top-five-us-based-bank

Top Five USA-Based Bank Chooses Riva to Capture, Unify, Amplify and Leverage Relationship Data to Achieve Data Trust, CRM Adoption, and Full Customer 360

Read Full Article

AI & Automation

Navigating the AI Frontier: Trust, Transformation, and the Future of AI in Business with Marc Low

Life Sciences & Healthcare

merck

Global Pharma Turns to Riva to Make Calendars Work for Field Reps

Podcast

Trust, Tech, and the Future of Business Development with Tony Gray

Podcast

AI & Automation

Navigating the AI Frontier: Trust, Transformation, and the Future of AI in Business with Marc Low

Podcast

AI & Automation Banking & Financial Services

From Cold Calls to AI with Richard Giorgi, VP, Sales Enablement Business Partner at Swiss Re

Podcast

AI & Automation Banking & Financial Services

Banking on Innovation with Leslie Parnell

Podcast

Banking & Financial Services

Innovating Asset Management with Victoria Savio, Senior Vice President and Head of Business & Data Enablement at Voya Investment Management

Podcast

AI & Automation Banking & Financial Services

The Latest Tech Trends in Financial Services with Tim Brown, CIO at Johnson Financial Group

Podcast

AI & Automation Sales Leaders

Sales, AI, and the Human Element with Justin Michael, author of “Tech-Powered Sales”

Podcast

The Sales Innovation Paradox with Dr. Howard Dover, Director of the Center for Professional Sales at UT Dallas

Podcast

Security, Privacy & Compliance

The RevOps and Data Security Partnership with Sajan Gautam

Podcast

AI & Automation

Amplifying Revenue with AI and Analytics with Mary Purk

Podcast

Revenue Operations

Architecting High-Growth Revenue Teams with Jonathan Fianu

Podcast

Tackling Tech Debt and Driving Innovation with Stephen Diorio

Podcast

Building Trust, Managing Bad Data, and the Future of Automation with Saul Garcia

Podcast

From Politics to Corporate Strategy with David Goldstein of Johnson & Johnson

Podcast

Using AI to Revolutionize Customer Experience with Vishnu V Ram

Podcast

Gaining Trust as a Brand with Michelle Feinstein of Salesforce

Stay in the Loop

Subscribe to receive curated resources, updates, and exclusive invites — straight to your inbox.

Unlock Client Data. Elevate Client Experiences.

Get Started

We’re proud to announce that Riva has been named to the FinTech Global 2025 InsurTech100 list

This is default text for notification bar