Deepen your
client relationships
Become indispensable
RQ helps you get to know your clients in more detail; meaning you can anticipate their needs and goals, manage referral relationships, and refer with ease.
Sources: UK Professional Services Firm, Personal Finance Society and JP Morgan Asset Management Survey, RQ Data
Get closer to your clients
Solicitors who understand their client's personal financial goals and organisation can better anticipate needs, offer more comprehensive advice, and deliver more value for clients.
Learn more about your clients, with RQ
RQ empowers Solicitors by giving them the tools and processes to efficiently and securely collect insights from their clients, uncover and identify needs, and take action.
Learn about clients,
deliver a better experience
RQ empowers teams by giving them the tools to efficiently and securely collect insights from clients, uncover and identify needs, and take action.
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Collect actionable insights
Gather insights on your clients' financial strength and organisation, and let RQ notify you of any actions to take.
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Easy to gather, securely stored
RQ is easy to distribute, useful for onboarding or annual reviews, is GDPR compliant, and takes minutes to complete.
Stay relevant to clients for longer
Solicitors can struggle to develop long-term relationships with clients. Once a piece of legal work is completed, staying relevant is hard.
Collaborating better with other professionals on behalf of clients ensures you stay relevant once transactional work finishes.
Introduce with confidence.
Often, introductions to financial planners and other professionals are in the best interest of your clients. With RQ, you can build a trusted network, do due diligence on partners, and monitor them continually.
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Build a better professional network
RQ equips Accountants to find and assess the best professional firms to work with. Build a powerful professional network across multiple professions, including Accountants, Solicitors, IFAs/Financial Planners, Mortgage Brokers, and more.
Build a better professional network
RQ empowers teams by giving them the tools to efficiently and securely collect insights from clients, uncover and identify needs, and take action.
Monitor firms you work with
RQ aggregates data from key sources, ensuring you have the tools to monitor and conduct due diligence on the firms you work with.
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