Deliver relevant and actionableClient Engagement Intelligence.

Improve meeting outcomes.www.rivacrmintegration.com/insight/

Riva Insight puts the right Client Engagement Intelligence at your team’s �ngertips. Organizations value being able to control which relevant client data to display in real-time from CRM (including custom objects and �elds), public data sources, and third-party applications – on a per-business unit and per-role basis in mail, calendar, and mobile apps.

Your team will love Riva Insight!One click to Client Engagement Intelligence

Call 408.675.5015 Visit rivacrmintegration.com

Improve your standard of customer care – with Riva Insight

Access relevant, up-to-date CRM data from your InboxClassify and track client appointments and meetings against CRM contacts, accounts, opportunities, and custom objectsView upcoming and recent client appointments / interactionsView CRM opportunities and cases – one click to open or edit!View customers’ local time – helpful for scheduling meetingsImprove productivity and deliver customer value faster Capture full Outlook email conversation threads in CRM Equip your �nancial and insurance advisors, sales teams, and managers with the right information to improve the customer journey

* Coming soon for Salesforce only. Contact us for other CRMs.

Riva has been helping companies improve their meeting outcomes, metrics, and reporting for the past 10 years by ensuring their Outlook and CRM calendars are always in sync.

Improving meetings and lowering travel expenses have been a strategic focus for organizations for nearly 20 years. By investing in new technologies – such as video conferencing and web-based meeting software – organizations have achieved many of these goals. Almost too well.

Today, meetings dominate our calendars. It’s far too common for sta� to spend a big part of their day attending disorganized and unproductive meetings. Is this your organization’s reality?

The impact of poorly organized meetingsThe State of Meetings 2019 report reveals that poorly organized meetings cost U.S. businesses over $399 billion each year.

How many hours per week do your sta� spend in meetings that are poorly organized and are missing key stakeholders? Or meetings that don’t have clearly communicated objectives or follow-up action items?

Poorly managed internal and external meetings a�ect every aspect of your business, right down to the bottom line!

Riva and improved processes to the rescueThe most successful organizations depend on e�ective meetings and meeting outcomes to move relationships and opportunities forward. Riva works with the world’s leading �nancial services, insurance, and life sciences companies to use technology, applied intelligence, and best practices to improve customer success across the entire organization.

How Riva bene�ts meeting organizers and attendees:

• Leverage technology and best practices to plan, hold, and provide better meeting follow-up.

• Deliver a higher standard of customer care across all business units and teams – and reduce time spent in unproductive meetings that aren’t adding value to your bottom line.

• Use tools advisors and end-users are familiar with. Integrate with desktop, browser, and mobile calendars and email applications.

• Categorize meetings based on product interest and meeting purpose. Identify and classify sensitive meetings.

• Capture and share notes before and after meetings. Receive pre-meeting noti�cation of invitee status. Include attendee pro�le in meeting body (contact details, title, role). Keep track of meeting attendees and roles.

• Automatically or manually sync appointments to CRM-related clients, contacts, and leads.

• Record next steps and action items to improve expectations and standard of customer care.

• Receive feedback on meeting success.

• Deliver calendar scheduling integration with TimeTrade, O�ce 365 Bookings, Microsoft FindTime, and others.

Ask us how your organization can use Riva to improve your teams’ daily and weekly business �ows, reporting, and standard of care requirements.

Riva improves meeting outcomes for enterprise customers*

rivacrmintegration.com

Riva International, Inc. (HQ)103, 10301 – 109 StreetEdmonton, AB T5J 1N4Canada

408.675.5015 (U.S.)780.423.4200 (Canada)780.423.4711 (Fax)sales@rivacrmintegration.com

Riva USA440 North Wolfe RoadSunnyvale, CA 94085United StatesPhone: 408.675.5015sales@rivacrmintegration.com

Riva EMEAKreitstrasse 5 86926Greifenberg/MunichGermanyPhone: +49.8192.99733.25emea@rivacrmintegration.com

Riva APAC101 Miller StreetNorth Sydney NSW 2060AustraliaPhone: +61 2 9025 3749apac@rivacrmintegration.com

Riva and Riva Insight – better together! Stay tuned for upcoming releases of new and excitingoptions to improve meeting outcomes.