CRM integration and data governance platform for financial services
Riva builds CRM integration and client data management tools for financial services organizations. The stack centers on Salesforce and HubSpot integrations (.NET, C#, AWS, SQL) with a modernization push underway: migrating from .NET Framework 4.8 to .NET 8 and refactoring legacy tooling. Active project focus on live dashboards, lead nurturing workflows, and backend service cleanup signals an org balancing customer-facing feature velocity with internal technical debt—a pattern reinforced by hiring across engineering, sales, and design with deliberate seniority mix (junior through senior plus a management hire).
Riva serves mid-market and enterprise financial services firms with CRM integration, real-time client data insights, and compliance-focused data governance. Founded in 2008 and headquartered in Edmonton, Alberta, the company operates across 650+ client organizations globally. Core products integrate Salesforce, HubSpot, Oracle CRM, and email systems to enable advisors to personalize client experiences while maintaining regulatory compliance. The platform addresses workflow automation (lead nurturing, targeted outreach), live reporting, and data synchronization across fragmented CRM environments.
Riva's primary stack is C#/.NET (currently migrating from .NET Framework 4.8 to .NET 8), Salesforce, AWS, SQL, and JavaScript frameworks (React, Vue, Angular). Integration patterns rely on Salesforce, HubSpot, Oracle CRM, and ZoomInfo data connections.
Active projects include live dashboards, lead nurturing workflows, backend service modernization, .NET 8 migration, platform upgrades, and architectural refactoring. The engineering roadmap emphasizes both customer-facing features and internal technical debt reduction.
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