Riva helps this financial institution's bankers develop new business through data-driven client insights using the applications they rely upon most during their daily activities - Salesforce and Microsoft Outlook/Exchange/Office 365 - all while meeting the bank's requirements for security and compliance.
Billion-Dollar NY-Based Insurance Company Relies on the Riva Engine for Real-Time Sync of Over 1.5M Appointments Per Month Between Salesforce and Exchange
This mutual life insurance company is a New York cornerstone – so much so that the city is right in the name. Steeped in history, their iconic Manhattan skyscraper is an NYC landmark, spanning an entire city block and distinguished by its pyramidal gilded roof. It represents security and wealth to residents of New York and worldwide. For 175 years, people have relied on this institution – known for its bold blue and white logo – to protect their families and futures. The company believes in the importance of human guidance and entrusted relationships built on being there when their customers need them most. Socially conscious and ahead of its time, they were the first US-based insurance provider to offer women life insurance at the same cost as men. In fact, Susan B. Anthony was one of the company’s first female policyholders!
Riva helps this securities leader increase client confidentiality and ensures the right people have access to the right data at the right time - at scale.
One of America’s Big Four Banks Relies On Riva to Build Relationships, Protect Customer Privacy, and Maintain Their Reputation
Known by its iconic octagon logo, this bank is one of the oldest, largest, and best-known financial institutions globally. The bank's securities and wealth management arm is small by design, intimate in their approach, and values preserving its renowned reputation and protecting customer privacy. Impressed by Riva’s reputation for exceeding industry-specific regulatory standards, they knew they had found a solution partner that would help future-proof their business. With Riva, this New York-based Fortune 500 bank has seen a marked increase in meaningful client interactions, Salesforce user adoption, data quality, and productivity – all while securing data at scale.
“Signature” Insurance and Investment Firm Trusts Riva to Make Salesforce and Exchange Interoperable - Securely and Automatically
This global investment firm has a long and rich history. Named in honor of the Boston Governor who served as the President of Congress when the Declaration of Independence was adopted and signed, his famous signature still serves as its logo today. This firm takes pride in putting their clients first. They have a team of asset management experts worldwide to help their customers navigate the challenges of today’s markets with a broad range of financial products ranging from insurance to investments and retirement planning.
With a more than 155-year history, this Toronto-based bank is known for its very regal logo – one of Canada’s most recognized emblems. This bank's capital markets arm has been honored with Euromoney’s Best Investment Bank in Canada Award for the past 12 consecutive years. They credit their success in part to choosing innovative, scalable, and secure technologies – including Riva – to complement their expertise in capital markets, banking, and finance – and distinguish themselves in a highly competitive market.
Sunbelt Rentals employs a vast sales team that is always on the go – scoping new projects and visiting customer sites. But surprisingly, customer data was not flowing between Microsoft Dynamics CRM and Microsoft Exchange causing friction in everyday tasks like calendaring and advancing relationships. After 10 years of partnership, the project's sponsor said, "We estimate a savings of 15-20 minutes a day for each field rep. Over ten years, that equates to hundreds of thousands of dollars – well worth our investment in Riva!".
Petronas Saves 334 Workdays a Year Using Riva Engine to Automate Manual Tasks Between Office365 and SuiteCRM
Currently ranked among the top 10 global lubricants manufacturing companies, Petronas Lubricants International (PLI) is driving an aggressive business growth agenda to secure its position at the forefront of the industry. Collaboration among teams is key to driving the quality, creativity, and innovation behind its delivery of high-quality automotive and industrial lubricant products in more than 100 markets globally. Strengthening its sales activities has allowed Petronas to rank among Fortune Global 500‘s largest corporations.
Carlsberg Importers trusts Riva to sync calendars, appointments, tasks, attachments, and more between Salesforce and HCL Notes. Riva's straightforward setup and reliability are two of the reasons they value Riva as their integration partner.