OUTLOOK APP

Refer better, without leaving your inbox

Empower your team to capture internal and external referrals in seconds.
Faster than email, automatically tracked, and always compliant.

Faster than email, automatically tracked, and always compliant.

THE PROBLEM

Risk without reward

When referrals go by email, you don’t know where they’re being sent. Even with the best intentions, firms lose visibility across the business.

Lacking a robust process, firms face the risk of non-compliant referrals, while valuable external and internal opportunities to refer are missed.

THE SOLUTION

Detect, refer, track

RQ’s app works directly in your team’s inboxes, detecting referrals as they happen and prompting advisers to send or log them on RQ.

Every referral is captured automatically, giving you firm-wide visibility, full compliance, and clear tracking of internal and external opportunities.

Discuss our Outlook app with our team

Our Outlook app is deployed centrally and available to the whole org within minutes.
Capture referrals, reduce risk, identify opportunities, and professionalise your referrals.

Book a free demo

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.

A graphic representing RQ's outlook integration

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.

Logos of the platforms RQ will integrate with

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.

A product graphic of RQ's message functionality

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.