April Riva Recap: Latest Tech Trends in Financial Services, Salesforce NYC World Tour Recap
Riva International, Inc.
Empowering Trusted Relationships in Financial Services | Harness Customer Data to Drive Enterprise Growth
Join Rev-Tech Revolution podcast with Chief Information Officer Tim Brown for an impactful discussion on balancing insights and innovation with trust and embracing AI in Financial Services responsibly. Plus, we share insights from Salesforce World Tour New York. Also, read more about how Riva’s new Sales Engagement solution helps advisors and sellers optimize their success through automated workflows. The product feature shows you how to easily manage your daily work with Riva My Day.
The Latest Tech Trends in Financial Services with Tim Brown
In this episode of the Rev-Tech Revolution podcast, Chief Information Officer Tim Brown shares an impactful discussion on balancing insights and innovation with trust, leveraging technology to enhance customer experience, and embracing emerging trends like AI responsibly. Tune in for an engaging conversation on the human side of digital transformation and employee and customer success.
Key Insights from Salesforce World Tour New York April 2024
At Salesforce World Tour, speakers, industry leaders, and attendees turned their attention to AI — focusing on how it will empower the future of customer relationship management, employee and customer experiences, and advisor and seller engagement. With demonstrated advances in the collaborative power of CRM + Data + AI + Trust, this World Tour showed not only how far we’ve come in our ability to engage customers and grow lifetime value — but how quickly those advances can alter the landscape for advisors, sellers, and their clients. Riva was front and center as a sponsor at NYC World Tour where we showcased our new AI-enhanced Sales Engagement solution to automate advisor and seller workflows for better digital customer and employee experiences.
Riva Sales Engagement – Amplify Your Advisor and Seller Success Through Workflow Automation
We are creating a world where your advisors and teams can orchestrate personalized customer journeys across various channels to engage the right customer with the right message at the right time, amplify their efforts and success, and make your customer-facing teams more productive.?
Riva Sales Engagement seller workflow automation empowers you to:?
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Contact your account Riva account manager to see if your organization is the right fit for our early access program.
Introducing the Riva Insight Outlook Side Panel My Day
If you’re not yet using the Insight Outlook Side Panel, your advisors and sales team members are missing out! Insight delivers customer data from your CRM right into the Outlook side panel – right to your inbox and calendar. Insight My Day makes it easier to manage your day and track and join all your meetings – all from one place. You can seamlessly view all upcoming meetings and easily identify untracked meetings and meetings that haven’t been related to CRM.
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