Activity Capture

Trusted by your peers, Riva amplifies your advisor, sales, and customer success by capturing activity and relationship data in real-time at scale for complete customer 360.

Unlock the Full Story of Your Customer Relationships

Tired of incomplete and missing customer activity data? Maximize customer lifetime value, eliminate data gaps, and improve productivity with AI-powered customer data capture and trusted customer 360.

Eliminate Data Gaps

Deliver exceptional customer and employee experiences as all customer relationship data is captured and shared to the right internal systems and key stakeholders in real-time for data-driven insights and AI initiatives.

Prioritize Signal Over Noise

Intelligent sync rules adapt to the needs of your organization and ensure only the data points that matter are synced to CRM, eliminating data bloat, errors, and duplication and providing high-quality trusted data.

Enterprise-Grade Security and Compliance

Ensure the security and confidentiality of your data with stringent compliance and sensitive data handling practices, including customizable security configurations aligned with specific needs.

Improve Team Productivity

Transform your team’s workflow with powerful technology that brings all the right information to where your teams want to work, no more task switching or wasting time looking for customer information.

Optimize Customer Engagement Strategies

Gain valuable insights from unified data, enabling your team to tailor interactions, identify trends, and implement targeted approaches for enhanced customer satisfaction and successful outcomes.

Trusted by Your Peers

Achieve More with Proven Features

Calendar Integration and Meeting Capture

Enhance collaboration with effortless calendar sync between your email client and CRM.

Email Activity Capture

Capture and relate email data to contacts in CRM, providing a holistic view of your communications and interactions.

Contact and Lead Integration

Save time and ensure accurate data entry by creating or updating CRM records directly from the email client.

Ironclad Data Compliance

Ensure the highest level of security, privacy and compliance with robust data encryption at rest and in transit.

AI-Driven Data Enhancement

Supercharge your data with Riva Copilot AI, transforming your customer database into relevant, actionable data.

Insight Outlook Side Panel

Easily access CRM customer data in context with Riva Insight, a sidebar that displays directly in your inbox and calendar.

Recognized by Industry Experts

Security and Flexibility in Deployment Options

Riva Cloud SaaS

A shared, secure cloud environment with infrastructure well-suited for businesses seeking cost-efficient options and streamlined cloud-based connections.

Riva Cloud Dedicated

A single-tenant cloud environment with strict security and compliance requirements and infrastructure well-suited for businesses with large-scale data and workflow needs in the financial and other regulated industries.

Data Center (On Premises)

Ironclad security and compliance with server infrastructure hosted at the customer site, secure server-to-server integration, and flexible sync configurations with large-scale data and workflow needs in the financial and other regulated industries

Unlock the True Potential of Your Data

Discover how Riva Activity Capture delivers measurable returns on investment, driving growth and efficiency across the organization. 

Riva TEI
What Our Customers are Saying
"With Riva, we now provide a client experience that keeps us highly competitive. Our wealth managers have an up-to-date history of prospect and client interactions and activities - eliminating confusion between team members and making the client experience seamless. Riva went above and beyond."
Head of Investment Banking & CRM Technologies
Top North American Financial Services Organization
What Our Customers are Saying
Like many institutions our size, we have a complex tech stack with both on-premises and cloud-based applications. We need our sync solution to easily manage our over 1.5M appointments each month, be effortlessly scalable and secure. We couldn’t afford to disrupt the way our advisors work. Riva is the only solution for us.
Senior Vice President and Chief Compliance Officer
Third largest US-based insurance company
What Our Customers are Saying
Riva is such an elegant, smart solution. The off-the-shelf connectors we tried couldn’t meet our stability, security, and scalability needs. Riva does. It unites our complex applications – without adding complexity. It saves everyone from our Salesforce admin to our advisors hundreds of hours a year.
Senior Vice President, Digital Transformation
“Signature” Insurance and Investment Firm
What Our Customers are Saying
“One of the key reasons we selected Riva was for [its] ability to scale across large numbers of users within our consumer bank as well as large populations of users across other related business units.”
Program Manager, CRM Strategy
Global Investment Bank with 70 Offices in 15 Countries
What Our Customers are Saying
Riva has helped us mitigate the risk of losing the trust of our valuable high net-worth clients. 35,000 of our bankers and wealth managers no longer need to waste time toggling between systems. Instead, they are able to focus on providing our clients with stellar customer experience and a very personalized customer journey at every touchpoint with our organization.
Program Manager, CRM
US Multinational Investment Bank
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Connect with Riva

We Are Here to Help. We'll Make It Easy.

Get in touch with us to request a personalized demo and experience the power of Riva Activity Capture.

Forrester Study of Riva’s Transformative Impact: 352% ROI, less than 6 months to payback
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