THE PROBLEM
Missed opportunities
Internal referrals are one of the most valuable sources of growth, but too often they go unmanaged.
Without the right process, referrals go untracked and valuable cross-sell opportunities are lost.
Unlock internal referrals, deliver growth
RQ makes internal referral simple, measurable and automated.
Ensure no opportunities are lost and every introduction is tracked.
Faster than email, automatically tracked, and always compliant.
THE SOLUTION
Growth unlocked
With RQ, staff send internal referrals in seconds. Each one routed to the right team, and synced with your CRM.
Unlock organic opportunities, gain visibility, accountability, and a way to reward staff for driving growth.
Detect and intercept
Identify referral intent in emails
RQ’s intelligent Outlook add-in detects referrals as you write them, guiding users to send them compliantly in just two clicks.
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Refer in seconds
Add details, select adviser, click send
Advisers are prompted to send it to the right partner or log the introduction in RQ. Quicker than sending an email.
Track and grow
Measure, prioritise, and improve
Every referral is recorded, with client consent disclosures (when required), and a full audit trail - so you can measure what matters.
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How it works
Deploying our Outlook app is easy, and using it is even easier
1
Deploy in minutes
Roll out the app firm-wide with just a few clicks via Microsoft 365 admin center.
2
Detect referrals
When an email that looks like a referral, it prompts your team to create or log it in RQ.
3
Capture in a few clicks
Advisers enter the client’s details, select the partner and service, and hit send.
📊 Never lose track of a referral again
Most firms can’t answer simple questions:
How many referrals did we make? To where? What happened next?
Referrals aren't tracked, and outcomes are often missed. RQ's app captures all referral activity at your firm, giving you insights on referral volumes, destinations, and results.
⚠️ Reduce compliance risk
Regulators require clear evidence of client consent, fee disclosure, and due diligence. Email chains cannot meet that bar, and internal admin processes rarely do. Even when they do, the admin burden is costly.
RQ's app makes adhering to compliance rules easy across the firm, ensuring cases and consent is captured automatically, reducing compliance risk - giving you and your partners peace of mind and reducing your workload.
⚡️ Easier than sending an email
Adding value without adding complexity? RQ does.
RQ runs inside Outlook, integrated via Microsoft 365, and deploys firm-wide in minutes. Install once, let your team know why it matters, and your whole organisation is ready to go.
Growth-focused firms use RQ
RQ increases your referral activity internally and externally. Simple.
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