CASE STUDY Signature Insurance and Investment Firm
Riva enabled seamless, secure, and automatic integration of Salesforce and Exchange for a financial institution, enhancing client trust and personalized service.
CASE STUDY “Signature” Insurance and Investment Firm
A financial services firm wanted to improve how its business units worked together. They needed to connect Salesforce and Microsoft Exchange to share client information and help brokers do their jobs... better. The company chose Riva to link these systems and make it easier to track contacts, emails, and calendar events. Riva helped the insurance, investments, and retirement planning units work more efficiently. Staff could now focus more on clients and less on manual work. The solution made it easier to manage client data and improved how the company served its customers.
Insurance Case Studies and Success Stories with Riva
CASE STUDY Leading Global Insurance, Professional Service and Risk Management Provider
A leading global insurance and risk management provider needed a better way to connect Outlook and Salesforce after Lightning Sync was retired. Their old system caused data errors and made staff lose... trust in the CRM. They chose Riva to improve data quality, security, and compliance. Riva's solution reduced errors and saved time by automating data capture. In the first year, 650+ users updated over 35,000 emails, 300,000 contacts, and 840,000 calendar events.
CASE STUDY Billion-Dollar NY-Based Insurance Company
Riva enabled real-time synchronization of over 1.5 million appointments per month between Salesforce and Exchange, improving the efficiency of a billion-dollar NY-based insurance company.
CASE STUDY Billion-Dollar NY-Based Insurance Company
A large insurance company in New York needed to sync customer data between Salesforce and their email systems. They wanted to keep customer information secure and available during a migration from IB...M Notes to Exchange. Riva provided a custom solution with real-time sync, custom field mapping, and secure data storage. In 90 days, they created over 1.5 million appointments and updated more than 5 million. The company can now see customer data in both email and CRM, helping them offer better products to their customers.
Bank Hapoalim needed a way for advisors to quickly access client data stored in different systems like Salesforce and Microsoft Exchange. Advisors wasted time switching between systems, which hurt pr...oductivity and client relationships. The bank chose Riva's Relationship Engine to connect Salesforce and Exchange securely and at scale. With Riva, advisors can now easily access and sync client data, improving productivity and customer interactions. Business leaders see better reporting and KPI tracking, while IT staff spend less time on access management. The solution helps the bank provide better customer care and meet strict security and compliance needs.
A top five USA-based bank needed to replace Salesforce Lightning Sync due to its retirement and data quality issues. The bank faced problems with manual data entry, errors, and low trust in CRM data.... They chose Riva to unify and secure their data integration with Salesforce. Riva was implemented for 1,600 customer-facing employees, improving data quality and saving time. The bank saw over 5 million events and 470,000 contacts created, saving more than 60,000 hours and increasing CRM adoption.
One of America’s Big Four Banks could not get a full view of client accounts in Salesforce. Staff had to enter data in both email and CRM, which led to errors and missing information. They used Riva ...to connect Salesforce and Outlook, syncing emails and calendars. Now, bankers and advisors have a complete view of customer interactions. Teams can trust their data and manage meetings better. The bank improved client engagement, meeting outcomes, and productivity for 12,000 Salesforce users.
A global investment bank needed to connect Salesforce and Outlook while protecting sensitive information. They wanted to make banker processes easier and ensure fair pay for time spent in client meet...ings. Riva provided a secure way to sync data between Outlook and Salesforce, meeting strict compliance needs. The solution let bankers track activities and manage deals without exposing private details. The bank now has better analytics and bankers can focus more on clients while staying compliant.
A leading bank needed to protect sensitive client data and meet strict compliance rules. Their staff used Salesforce Financial Services Cloud but had trouble keeping data secure and up to date. They ...chose Riva to sync data between Salesforce and Exchange, using advanced rules to control access to sensitive information. Riva helped the team see all client data in one place, work faster, and stay compliant. The bank now gives better advice to clients and keeps data safe.
Regal North American Bank needed a better way to connect Salesforce and Outlook. Their staff was frustrated by manual data entry and unreliable information. They chose Riva to improve integration, se...curity, and compliance. After using Riva, the bank saw a 1000% increase in call reports created in Salesforce. They also logged over 400,000 meetings and 10,000 emails automatically. This helped staff make better decisions and improved client service.
Pharmaceuticals Case Studies and Success Stories with Riva
CASE STUDY New York-Based Pharmaceutical Company
A large pharmaceutical company in New York had problems with calendar data for their field sales reps. Their Veeva CRM and Outlook calendars did not sync, causing missed meetings and double bookings.... They chose Riva's solution to connect Veeva CRM and Outlook. After using Riva, calendar data quality improved and double bookings dropped. Sales reps saved time and built better customer relationships. More users started trusting and using Veeva as their main data source.
