SMARTER RELATIONSHIP MANAGEMENT

Relationship management on RQ

Collaborative and trusted relationships are essential for both your firm and your clients. However, many firms face challenges like poor tracking, inconsistent referrals, and compliance risks, especially when connections are scattered across different individuals at the firm.

RQ addresses these challenges by ensuring all relationships are centrally managed, tracked, and accessible across your organisation. Referrals become consistent, compliant, and directed to only the best approved partners for your firm, reducing risk and improving client outcomes.

Gain valuable insight into your network, understand the overall value of your connections, access real-time due diligence which equips your firm to safeguard its reputation while confidently referring clients to the best professionals.