Sales Engagement

(Early Access)

Riva automates advisor and seller workflows and boosts 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.

Increase Customer Lifetime Value

Optimize every touchpoint throughout the customer experience with multichannel cadences and email quick blasts, shorten sales cycles, increase win rates, achieve growth targets, and amplify customer lifetime value.

Improve Productivity

Streamline the sales process through automated workflows, AI capabilities, and an enterprise-grade meeting scheduling solution, enhancing the efficiency of your sales team to optimize high-value activities.

Ironclad 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.

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 Your Peers

Achieve More with Proven Features


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 with Riva Bookings so you can focus on business and revenue goals.

Industry Recognition

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.

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.
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.

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