Relationship management for referral partners
Centralise your panel of introducers and track relationship health over time. Identify which partner relationships generate the most value for your firm.
Centralise your panel of introducers and track relationship health over time. See which relationships generate the most value, identify dormant partnerships, and maintain a complete history of every interaction.
Key Benefits
- Centralised introducer panel management
- Relationship health scoring and alerts
- Complete interaction history per partner
- Identify top-performing and dormant relationships
Built For
- Firms with multiple referral partners
- Practice managers overseeing introducer networks
- Business development teams