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✨ Riva has launched Meeting Intelligence! Transform client meetings into actionable CRM data with AI.

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Activity Capture
Calendar Sync Automatically log meetings and sync calendars to the CRM for a complete record of activity.
Contact Management Identify and create new contacts from email participants to keep CRM data accurate and complete.
Email Capture Capture emails as they hit your inbox and add them to the right CRM records for better client insights.
Insight Side Panel View and update CRM data from inside your inbox to access client insights without switching tools.
Meeting Intelligence Automatically capture insights from meetings and generate structured AI summaries, action items, and CRM-ready data.

Sales Engagement
Bookings Share real-time advisor availability and automate client scheduling to improve customer experience.
Email Bursts Send personalized one-to-many messages using your CRM data without leaving your inbox.
Email Templates Use pre-approved templates to draft consistent, effective emails quickly.
Sales Cadences Create and manage step-by-step outreach sequences with built-in timing and automation.

Platform Learn about Riva Platform
Artificial Intelligence Bring AI into real workflows with trusted context and enterprise control.
Cloud Secure, scalable, and built for enterprise — optimized for Microsoft 365, Google Workspace, and more.
Integrations Connect seamlessly with CRMs like Salesforce and Dynamics, and tools like Outlook and Gmail.
Security, Compliance, Privacy Enterprise-grade compliance with SOC2 certification and data policies you can rely on.

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Industries
Financial Services Reclaim your day with real-time activity capture built for regulated teams.
Life Sciences Capture customer intelligence for insights to drive impactful engagement.
Professional Services Build client trust with seamless CRM and calendar integration for partners and consultants.
Education Simplify scheduling and engagement to strengthen every student–advisor connection.

AI & Automation Banking & Financial Services

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Customers

Resources Hub View all Resources
Blog Insightful takes on CRM strategy, RevOps, and smarter data governance.
Podcast Real talk with leaders driving change in compliance, RevOps, and tech.
Success Stories See how teams like yours streamline processes and achieve results.

Riva Users
Knowledge Base Get step-by-step product guidance, documentation, and answers to common questions.
Support Need a hand? Reach our team or send a support request anytime.

From Meeting Notes to Meeting Intelligence

A practical guide to governing, reviewing, and operationalizing Meeting Intelligence in regulated enterprises.

Company
About Us Get to know the people, values, and vision that drive Riva forward.
Join Us Curious about what we’re building? Explore open roles and help shape what’s next.
News Catch up on our latest announcements, partnerships, and product updates.
Contact Us Have a question? Reach out to our team. We’re happy to help with demos, support, or anything else.

News

Riva Launches New AI Solution for Trusted Meeting Intelligence in Regulated Industries

Riva, a leader in meeting and revenue intelligence, today announced the launch of Riva Meeting Intelligence, an enterprise-AI solution that...

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The Total Economic Impact™ of Riva: How Trusted Revenue Data Drives Measurable Business Results

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