Cheetham Jackson saves £14k with RQ and intelliflo

How Cheetham Jackson replaced Monday.com with an intelliflo-first, compliant referral process using RQ

Cheetham Jackson — Financial Planning, United Kingdom

Cheetham Jackson is a financial planning firm with over 100 joint venture partners. As the network grew, referrals arrived through multiple channels and sat outside the firm's core regulated system. The issue was not volume, but control, evidence, and confidence. The firm needed a single, intelliflo-first referral process that reduced adviser admin and gave the central team clear oversight.

• 90+ partners
• £14k+ annual cost saving
• 35 advisers on RQ

Challenge: Fragmented referrals and duplicated effort

Before RQ, Cheetham Jackson managed inbound referrals through a mix of informal channels and standalone tools, including email, phone calls, text messages, WhatsApp, and Monday.com. With more than 100 joint venture partners, referrals were not captured consistently end to end.

Advisers were duplicating work. Each referral had to be entered into Monday.com to update partners and again into intelliflo to support performance tracking and regulatory oversight. Every update needed to be reflected in both systems.

This created operational strain and compliance risk. Reporting was unreliable. Oversight depended on individual discipline rather than process. Informal referral methods left gaps in audit trails.

Before RQ, intelliflo's lead functionality was not used properly. Referrals were routinely added as clients before any meeting had taken place, creating a back book full of records that were not genuine clients.

Monday.com cost around £1,200 per month but did not integrate with intelliflo or support a compliance-led referral process. As referral volumes increased, this model became increasingly difficult to justify.

Solution: Migrating from Monday.com to an intelliflo-first referral workflow

Cheetham Jackson introduced RQ to replace Monday.com and move to a single referral workflow built directly around intelliflo.

RQ integrates directly with intelliflo and is available as a native integration via the intelliflo platform. Referrals created through RQ flow straight into intelliflo, removing the need for duplicate data entry while ensuring a complete, auditable referral trail.

Through the RQ integration, Cheetham Jackson adopted intelliflo's lead functionality properly. All referrals are now created as leads and only convert to clients once a first meeting is booked.

The integration was rolled out carefully and iteratively. RQ replaced Monday.com entirely as the referral layer, while intelliflo remained at the centre of the firm's regulated processes.

Before RQ it could feel like us and them. RQ has joined the dots. It's made it us together. If we all use the same system, we're all compliant.

Results: Compliance by design, clearer oversight, and cleaner data

Referrals are captured consistently in one workflow, visible to the central team, and supported by a clear audit trail.

The firm saves £14k+ per year by removing needless IT costs from Monday.com.

Advisers focus on intelliflo. RQ handles referral capture, tracking, and partner updates around it. No more duplication and far less admin.

Using leads correctly removes non-clients from the back book and improves pipeline accuracy and reporting confidence.

JV partners now follow the same referral process as the firm, reducing reliance on informal communication.

What's next: Scaling with confidence

Cheetham Jackson continues to work with RQ as referral volumes grow.

With Monday.com removed, intelliflo at the centre, and a shared referral workflow in place, Cheetham Jackson now has the structure needed to scale its joint venture network while maintaining control, visibility, and compliance.

All customer stories | Book a demo