Transform your professional relationships

Unlock and transform your firm’s professional relationships, making them more transparent, effective, fruitful, and compliant.

Relationship management on RQ

Trusted relationships are the cornerstone of professional collaboration.

Finding and building relationships with individuals and firms that you trust is essential. But, identifying great firms that align with your own proposition, conducting due diligence on those firms and individuals, and building the intra-firm processes to generate introductions has historically been a painful process.

Relationships, when done the right way, can generate great outcomes for all parties. Referring firms can position themselves at the centre of a trusted network on behalf of their clients (and commercialise it directly or indirectly if they choose), firms receiving referrals get introductions to warm “ideal” clients, and most importantly of all - clients get better outcomes.

Win, win win.

Managing and expanding your relationships through RQ helps with all of these historical constraints, enabling you to professionalise professional relationships.

RQ transforms relationship management through powerful features, including real-time due diligence data on firms, insights into the health of your relationships, access to a UK-wide network of professionals across industries, and the ability to manage a centralised firm-wide panel.

Financial planner

Approved

Accountant

Approved

Mortgage broker

Pending

Solicitor

Approved

Manage your panel

You can compile a powerful panel on RQ, consolidating your existing relationships, establishing new ones, and ensuring firm-wide accessing to your trusted relationships.

Access real-time due diligence

Access real-time due diligence on the firms you work with, dramatically reducing the internal burden of monitoring external relationships and conducting DD on new ones.

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Find new firms

Use RQ to discover new firms, learn about what services they offer, do due diligence, and see what clients and other referring firms thing about working with them.

Understand your relationships

Use RQ to make referrals and you’ll see can compile a powerful panel on RQ, consolidating your existing relationships, establishing new ones, and ensuring firm-wide accessing to your trusted relationships.

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Build deeper client relationships