Total visibility into what's actually going on at your firm with referrals and professional relationships is a primary benefit of RQ.

“RQ lets us rest easy knowing every referral meets FCA and ICAEW standards. It gives full transparency for clients and our team. Before, we didn’t know where many referrals were going.”

- Managing Partner at a Top 100 UK Accountancy

We just made it even easier to track from day one by enabling advisers to refer to anyone just using their email. You can read more about it here.

‍

INTRODUCING

Centralised relationship management and approval requests

Now, to support faster rollouts in larger firms, we’ve added a relationship approval step.

You can now review and approve new relationships before any invites are sent—giving you control over who your team refers to from the start.

‍

‍

How centralised panel management works

1. Activate panel management
   Enable this feature through your settings.
   
2. Assign admins
   Choose who can review and approve relationship requests.
   
3. Wait for your team to start referring
   Review and approve referrals as they’re sent.
   ‍

Stay compliant with referral approvals

You can also add an extra layer of compliance with referral approvals for sensitive relationships.

Whenever a referral involves a contact needing special oversight—like a law firm partner—admins are automatically notified.

They can then:

• Review the referral quickly
• Approve or reject with clear feedback
• Suggest alternative contacts if needed

‍

Why this matters

If it’s not already clear, here’s why this is critical. Your advisers will refer clients to other advisers across a wide range of businesses. That’s a given.

But without visibility or control:

1. It’s rarely compliant
2. It likely isn’t aligned with your firm’s strategy
3. You can’t guarantee a consistent client experience
4. You risk exposing client data and breaching GDPR

Knowing where referrals are going—and managing that process—is no longer optional.

"Panel management in RQ gives us exactly the oversight we need. Knowing who’s involved, what's approved, and what's still pending makes compliance easy and intuitive."

– Rachel W, Financial Planner

For more details or support, reach out to us at hello@rq.app or chat directly within RQ.