09/18/2026
Dreamforce 2026 brought together an important conversation about the future of AI and the seller experience.
Riva was proud to take the stage with Benjamin Kazan, AVP, Information Systems at Manulife, alongside our Co-Founder and CEO, Stéphane Zanoni, to discuss a simple but powerful idea: AI delivers its greatest value when it helps advisors spend more time building trusted client relationships.
A few themes stood out:
💡 AI should strengthen, not replace, the human connection at the heart of financial services.
💡 Trusted, relevant client context helps advisors prepare, act with confidence, and follow through.
💡 Success is not only about adoption or time saved; it’s about how that capacity improves client engagement.
💡 Employee experience, thoughtful change management, and clear guardrails all matter as AI evolves.
Thank you to Manulife, and especially Benjamin, for sharing your perspective and helping make this such a meaningful discussion.
We’re also deeply grateful to the customers who continue to partner with Riva. Your trust and collaboration help shape our vision for AI that is grounded in trusted client context within the CRM.
Riva delivers that context, giving AI the reliable foundation it needs to reduce administrative friction and help client-facing teams focus on the conversations that matter most.
That’s the future Riva is working to enable: AI that helps organizations build stronger, more informed, more impactful client relationships.
Learn more about how we bring trusted customer context into your flow of work:
https://na3.hubs.ly/y0D3qS0