Empower Financial Services Teams With Trusted Client Intelligence
Connect your email, calendar, and CRM to give your teams a complete, up-to-date view of every client and opportunity. With Riva, it’s easier to build trust, move faster, and meet the toughest compliance standards, without adding more to your workload.
Trusted by Fortune 500 Companies
Drive Productivity, Personalization, and Performance
Help Advisors Focus on Clients, Not Admin
Free up time by eliminating manual CRM updates and reducing tab-switching. With real-time sync across emails, calendar events, contacts, and notes, your teams can spend more time with clients – where it really counts.
Deliver High-Touch Experiences at Scale
Put rich, contextual CRM data right inside Outlook, so every outreach feels timely and relevant, helping each client feel like your top priority.
Streamline How Work Gets Done
Bring client interactions into one source of truth. From scheduling to collaboration, Riva helps teams work faster, smarter, and more in sync, no matter where they are.
Put Context at the Heart of Every Conversation
Get the Full Picture in CRM
Automatically capture emails, meetings, contacts, and notes, and tie them to the right records, so nothing gets missed.
Work Smarter, Right Inside Outlook
Pull in the context you need — relationship history, deal activity, engagement signals — without ever leaving your inbox.
Stay Compliant Without Slowing Down
Riva builds a complete, auditable history of client interactions, automatically.
Proven Value for Financial Services Teams
Wealth Management
Investment Banking
Asset Management
Capital Markets
Customer Success Stories
What Our Clients Say
"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
View Success StoryLearn More About Our Riva Modules
Scheduling
Share real-time advisor availability and automate client scheduling to improve customer experience.
Insight Side Panel
View and update CRM data from inside your inbox to access client insights without switching tools.
Email Templates
Use pre-approved templates to draft consistent, effective emails quickly.
Email Capture
Capture emails as they hit your inbox and add them to the right CRM records for better client insights.
Contact Management
Identify and create new contacts from email participants to keep CRM data accurate and complete.
Calendar Sync
Connect calendars and meeting data to the CRM for a complete record of activity.
Email Bursts
Send personalized one-to-many messages using CRM data without leaving your email client.
Sales Cadences
Create and manage step-by-step outreach sequences with built-in timing and automation.
Unlock Client Data. Elevate Client Experiences.
