Cuts down time
Clariv cuts down the time teams spend tracking complaints, reviewing comments, or monitoring digital channels. You stay ahead of issues, respond faster, and protect your reputation without increasing headcount.
Financial services
Reputation & Sentiment Management for Financial Services
Financial customers judge your brand on every interaction and how you communicate online. Clariv brings all of this together so financial teams can stay ahead of issues and show up consistently where it matters.
100+ Integrations
Compliance
Secure Deployment
Where Client Sentiment Meets Smarter Financial Communication with Clariv!
Clariv gives financial institutions a secure, unified way to track client sentiment and improve online reputation while managing all social channels from a single, compliant workspace.
- See every client review, branch survey, and advisor comment across all channels in one dashboard.
- Spot trust issues instantly with Clariv’s real-time insights.
- Plan and schedule compliant social content across platforms in a few clicks.
- Respond faster with on-brand, regulation-safe messaging
- Grow visibility and client confidence with consistent, compliant communication.
Financial Institutions
What Financial Institutions Achieve With Clariv?
Measurable improvements in client trust, risk visibility, compliance oversight, and digital credibility without adding staff or managing fragmented systems.
The Results You Can Expect
- 60% fewer overlooked client complaints
- 45% faster response times for complaints and compliance-sensitive interactions
- 8× earlier detection of risk-related patterns
- 30% improvement in branch & advisor service scores
- 3× stronger brand credibility across regulated social channels
Why Financial Institutions Trust Clariv?
Because it strengthens client trust, reduces risk, and keeps your brand consistent without adding complexity.
Consistent, Compliant Presence
Clariv helps financial marketing teams plan and schedule approved posts across social media platforms, while ensuring messaging stays brand-safe and compliant.
Reduced Risk with AI
AI flags patterns that may lead to regulatory exposure or customer dissatisfaction, long before they become formal complaints.
Insights That Strengthen
Clariv reveals the real drivers of trust, service quality, policy clarity, advisor interactions, wait times, and product issues so leaders can take targeted action with confidence.
Financial services Features
Understand What Clients Feel, Manage Band Communication & Stay Ahead of Risk!
Clariv helps financial brands stay proactive, compliant, and connected, giving teams more control with less effort.
01
Smart Alerts
Get notified immediately when negative sentiment spikes, repeated complaints appear, or sensitive conversations need review. It alerts by branch, advisor, product, or channel.
02
Smart Categorization
Automatically group reviews and complaints into financial categories like fees, loans, account issues, claims, advisor behavior, and service quality. Clear organization for easier follow-up and reporting.
03
Real-Time Dashboard
Live reporting shows sentiment trends, rating changes, advisor patterns, and service performance across locations with just one dashboard for leadership, regional managers, and branch teams.
AI-Assisted Replies for Reviews, Comments & DMs
Clariv suggests compliant, on-brand responses across all platforms while keeping messaging consistent. Advisors, branch teams, and CX reps respond faster with fewer errors.
04
Role-Based Access for Teams & Compliance
Give secure access to branch managers, advisors, CX reps, marketing, and compliance, each with the right permissions. Custom roles, approval flows, and audit trails built in.
05
Cross-Channel Analytics
Measure which financial content (educational posts, advisor updates, product announcements) performs best across platforms and take decisions accordingly to empower your social presence.
06
WHAT WE OFFER
How Clariv Works in 6 Simple Steps?
A no-stress, compliant setup that helps financial institutions understand client sentiment and maintain a consistent, trusted digital presence.
01
Integrate it All
Integrate Clariv with Google, Yelp, App Store, CRM systems, contact centers, and all major social platforms. No IT complexity, no manual data pulls, everything flows securely into one system.
02
Clariv Analyzes Everything
After the integration, AI reviews every client conversation, from branch feedback to digital comments, detecting emotions and tagging relevant queries, so you instantly see what impacts trust or risk.
03
Manage It All with Ease
All client feedback, reviews, complaints, DMs, comments, and survey responses appear in a unified inbox. You can monitor issues, respond faster, and ensure nothing important slips through during busy hours.
04
Plan & Schedule
Based on the insights, Clariv will help you curate a visual calendar to plan, approve, and publish content across different social media platforms. Compliance teams can review posts before they go live, ensuring accuracy and regulatory safety.
05
Track Insights
Track what clients are saying about your business across different touchpoints. Sentiment trends + content analytics together help financial institutions understand what drives trust and long-term loyalty.
06
Improve Automatically With Clariv’s Smart Recommendations
Clariv learns how your branches, advisors, and digital channels perform & suggests what to fix, which issues may become risks, when to post, how to respond, and where client trust is slipping, helping leaders act proactively.