Empower your agents, brokers, wealth advisors, and bankers to be more productive and profitable. Riva can help you secure clients for life with personalized client journeys and 360-degree client views.
Trusted by global financial service organizations
Banks in Canada and USA as active customers
Assets Under Management (AUM) by our customers
Successful security reviews
Elevate every client interaction with personalized, automated workflows that trigger the right message at the right time.
Give advisors an in-depth look at financial accounts, goals, relationships, and more with one unified 360-degree view of clients.
Maintain 100% adherence to rules about accessing sensitive information like MNPI by securely controlling and classifying information.
“Without Riva, we would not have been able to partner our two organizations. The Riva team took the time to understand our challenges, implement and test the solution, and move it into production. Riva works seamlessly to connect Salesforce and Office 365.”
“Riva has enabled our sales organization to be more efficient, allowing them to work in just one system versus two when it comes to calendaring. In a world where even one more click matters, this has definitely saved us time and helped with the change management of our sales team making it easier to get them into Salesforce to do their jobs.”
“Riva ensures we get the most out of our Salesforce Financial Services Cloud solution… Our bankers are blissfully unaware of the data wrangling that Riva does in the background. They just know that it is easier to manage their relationships and deliver value to clients.”
Over the 5-month rollout period, a top five USA-based bank with 1,600 advisors and sales team members, saw the following results:
Which translated into productivity savings* of:
*Time savings of 45 seconds per customer data creation and/or update
Thanks to Riva, a global insurance provider in the USA saw the following results over a year:
Which translated into productivity savings* of:
*Time savings of 60 seconds per customer data creation and/or update
Advisors gain one unified view of their clients with Riva’s real-time synchronization between Outlook and Salesforce. By automatically integrating contacts, calendars, emails, and more, advisors can quickly pull insights and recommendations into all their client communications.
Deepen client relationships and develop new business through automated client journeys. Automatically triggered emails, tasks, and reminders deliver the right message to the right client at the right time.
Learn how Riva can empower your agents, brokers, wealth advisors, and bankers to be more productive and profitable.
Cadence performance analytics reveal what’s working best, guiding you on which strategies to scale. Individual performance insights help advisors pinpoint their most engaged clients to drive further growth.
Stop wasting time composing individual emails with Riva’s ready-to-go templates. Make it easy for clients to take action by embedding unique calendar links with an enterprise-grade scheduling solution that syncs back to Salesforce, preventing double bookings.
Securely control and classify information—such as MNPI data—by assigning sensitivity and compliance levels within Riva. Plus, Riva will respect and enforce all CRM data governance restrictions.
“ Riva has helped us mitigate the risk of losing the trust of our valuable high net-worth clients. Our bankers and wealth managers no longer waste time toggling between systems. ”
Learn how Riva can help you reclaim your day and confidently follow through with clients.
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