Is Your CRM Strategy Scaling?

You have loads of revenue and customer data coming at you from multiple applications, all the time. But most of it is not useful—and often, it isn’t trusted. You must decide what to save, where to save it, and how it all connects to deliver a reliable view of customer relationships. Then, you need to get it back to the applications that your teams use so they can better support your customers.

Revenue Data Solutions – The Missing Piece in Your Stack

Riva is the Revenue Data Solution that unifies, governs, and distributes customer information between your revenue stack and communication stack to form a trusted view of an organization’s relationships.

Connected Platforms

Unlike native connectors, Riva is designed for customer data capture, modeling, and delivery across the growing number of applications in both the Revenue Stack and the Communications Stack – making data more agile.

Deliver Revenue Intelligence

Riva data model brings structure to the unique qualities of customer data. It separates signal from noise and protects against gaps in the relationship-increasing trust in customer data.

Workflow Governance

Define where your data goes, how it is used, and who can see it. Operate on a platform built for— and trusted by hundreds of global banks. Address key objectives, including data quality, privacy, and handling of Material Non-Public Information (MNPI).

Get More Power for Less

We help teams with Revenue Ops responsibility boost CRM ROI by delivering unified customer data where it needs to be – with less cost, more scale, and flexibility.

  • Sync Revenue and Communications Platforms
  • Unify calendar, email, contact and chat data
  • Store data based on your requirements
  • Govern use of and access to sensitive data
  • Rev Insight integrates customer and deal data in communications app workflows
  • Riva Bookings features designed for enterprise clients

Einstein Activity Capture

  • Unify calendar, email, contact data
  • Sync Outlook and Salesforce

Salesforce Inbox

  • Customer data integrated into communications stack via sidebar


  • Scheduling features for enterprise clients

Trusted by Security and Compliance Minded Enterprises Across the Globe

Years in Revenue Data Operations
Global Financial Service & Pharma Organizations
Active Enterprises and Fast Growing Companies
Successful Security Reviews
Users in Largest Near Real-Time Sync Deployment
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

Evaluating Revenue Data Solutions

Our Checklist Will Help.

The search for a rev ops platform is anything but simple—but our free guide offers critical insights that will help to inform and frame your search.

Get the Checklist