Deliver exceptional digital experiences with a 360-degree view of client relationships and personalized workflows—securing clients for life.
Return on investment
Hours saved per year
Trusted by global financial service organizations
Successful security reviews
Seamlessly follow through with clients using pre-designed, multi-touch cadence workflows. With powerful customer engagement analytics, gain the insights needed to grow your pipeline with the most engaged clients.
End pointless swivel-chairing – and incomplete data. Riva syncs critical client data between Outlook and Salesforce in real-time, saving you valuable time and ensuring up-to-date client history.
Confidently engage with clients knowing every touchpoint is through an IT-approved platform that safeguards clients—and your organization.
No matter which systems your enterprise relies upon, Riva has the integration experience necessary to bring them together.
“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.
Book a Demo
Financial Services 
Life Sciences 
Manufacturing 
Education