Riva Sales Engagement

(Early Access)

The tools you’ve been waiting for to amplify advisor and sales team success and increase customer lifetime value by optimizing every touch point along the customer journey. Contact us today to find out more about the early access program.

Optimize your Sales Productivity and Deliver Brilliant Digital Experience at Scale

Effortlessly schedule meetings, connect with personalized customer content, improve customer loyalty, and deliver high-value customer and employee digital experiences at scale.

Digital Experiences at Scale

Optimize every touchpoint throughout the customer journey with personalized cadences and email quick bursts with analytics and insights on customer engagement.

Amplify Productivity

Streamline the sales process through automated workflows and AI capabilities, enhancing the efficiency of your sales team to optimize high-value activities.

Increase Customer Lifetime Value

Ensure a smooth and satisfying customer experience, shorten sales cycles, increase win rates, achieve growth targets, and amplify customer lifetime value.

Frictionless Meeting Bookings

Book client meetings with ease and with specialized, enterprise-grade storage and flow of meeting data.

Data-Driven Insights

Turn engagement reporting and analytics into actionable intelligence for ongoing training, coaching, and insights for trusted forecasting.

Work Better, Wherever

Enable your teams to work better from wherever - in the office or on the go. Leverage our intuitive Outlook side panel and seamless Salesforce integration to amplify employee, management, and customer success.

Trusted By

Flexibility and Scalability for Your Organization

We work with multiple enterprises like yours and have the expertise on how to solve technology challenges.


Automate complex client nurturing communication and keep customers engaged with messages that resonate.

Email Bursts

Harness the efficiency of one-to-many emails to drive impactful interactions and achieve maximum impact at scale.​

Email Templates

Optimize outreach with pre-set templates that elevate efficiency and increase response rates while effortlessly adhering to branding standards and compliance needs.

Riva Copilot AI Email Assistant​

Action the power of AI-driven creativity to optimize your campaigns, ensuring compelling, high-conversion messaging that resonates with every recipient.​

Engagement Analytics

Gain valuable insights into recipient behavior and campaign effectiveness and leverage the power of analytics for data-driven decision-making.​

Enterprise-grade Scheduling

Benefit from a frictionless meeting scheduling experience so you can focus on business and revenue goals.


Welcome Peace-of-Mind to Your Data

Riva prioritizes the security and confidentiality of your data. Riva has successfully completed the SOC 2 examination, and we adhere to the highest standards to protect our customers’ data. We implement encrypted web services for CRM connections and SSL-encrypted access for Exchange Web Services, and provide customizable security configurations aligned with customer needs.

Deployment Options

Riva Cloud SaaS

Riva Cloud SaaS offers a shared, secure cloud environment, an infrastructure well-suited for businesses seeking cost-effective and scalable CRM and email system integration. With Riva Cloud's multi-tenant approach, your organization benefits from streamlined cloud-based connections without the need for additional Outlook plug-ins or mobile applications.

Riva Cloud Dedicated

Riva Cloud Dedicated offers a single-tenant cloud environment, an infrastructure well-suited for businesses with large-scale data and workflow needs for their CRM and email system integration. Meeting strict control, security, and compliance requirements, dedicated cloud offers a good option for companies in the financial and other regulated industries.

Data Center (On Premises)

Riva Data Center deployments are hosted on on-premises server infrastructure at the customer site and deliver secure server-to-server integration for CRM and email systems. Riva Data Center deployments include Riva Manager application to create and manage connections and sync policies for flexible sync configurations.

Industry Recognition

Optimize Sales Productivity with Personalized Experience at Scale

Discover how Riva Sales Engagement 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. Riva helps the email piece be part of [the] whole 360. Without Riva, you can’t get a complete picture. You don’t have that information in CRM; you’re missing a piece of it. You’re not realizing that potential.
Program Manager, CRM
US Multinational Investment Bank
professional man with headset microphone

Connect with Riva

Ready to Optimize your Sales Productivity and Deliver Brilliant Digital Experience at Scale?

Connect with us to request a personalized demo and experience the power of Riva Sales Engagement.

Meet Team Riva at Salesforce World Tour NYC on April 25!
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