Real-World Case Studies and Customer Success Stories with Riva

Riva enabled Regal North American Bank to automate call reports and improve data quality in Salesforce. The bank saw a... 1000% increase in call reports and logged over 400,000 meetings automatically. Riva ensured strict data privacy and compliance, meeting InfoSec requirements. Teams gained a single view of customer journeys, boosting executive confidence in revenue projections. Mobile and Outlook integration kept calendars and contacts always up to date.
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Riva helped Bank Hapoalim connect Salesforce and Microsoft Exchange. Advisors gained instant access to client data, improving productivity and customer... satisfaction. Riva enabled secure, scalable data sync while meeting strict compliance needs. The bank's teams now track KPIs, automate reporting, and control access with ease. Advisors use Outlook and Salesforce together for smarter client interactions. Riva's solution led to better efficiency and stronger client relationships.
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Riva replaced Salesforce Lightning Sync for a top five USA-based bank. The bank faced issues with manual data entry, data... errors, and low CRM adoption. Riva unified calendar, contact, and task data from Outlook to Salesforce, improving data quality and security. The solution saved over 3,000 hours per week for 1,600 users and improved CRM adoption. More than 5 million events and 470,000 contacts were created or updated after implementation.
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Riva helped a NY-based Fortune 500 bank sync Salesforce and Outlook for 12,000 users. Before Riva, staff struggled with data... gaps and double-booked meetings. Riva automated calendar and email sync, improving data quality and client engagement. Bankers now trust their data and deliver more personalized service. Meeting outcomes and productivity increased across teams. The bank gained a full Customer 360 view and better reporting.
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Riva helped a major financial services institution connect Salesforce and Microsoft Exchange across insurance, investments, and retirement planning units. The company needed... better analytics, harmonized client data, and advanced calendar and inbox integration. Riva enabled automated contact and event syncing, improved reporting, and smarter workflows. Advisors now track meetings, manage client intelligence, and deliver better customer care. The institution expanded Riva to more business units after seeing improved engagement and targeted marketing opportunities.
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Riva enabled a leading capital markets bank with over 400 staff to protect sensitive client data and meet strict compliance rules. Before Riva, staff... struggled with manual data entry and toggling between Salesforce Financial Services Cloud and other apps, risking errors and MNPI exposure. Riva synced client data between FSC and Exchange, applying advanced security and privacy rules. Deal teams now access all needed data in one place, boosting productivity and compliance. The bank delivers faster, more personalized financial advice while keeping client information secure.
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Riva Sync helped a global investment bank in New York connect Salesforce and Microsoft Outlook. The bank needed to keep... client data secure and meet strict compliance rules. Riva enabled real-time, bi-directional sync and custom workflows for sensitive information. Bankers now track client meetings and manage deals more easily. The executive team gets better analytics and reporting without risking private data. Riva made it easier for bankers to serve clients and stay compliant.
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