ICAEW, a chartered accountancy body, and technology company RQ have today unveiled a new online platform to help chartered accountants deepen client relationships. Collaboratively designed over 18 months, the software grants accountants greater insight into their clients’ financial needs and goals, as well as providing a space for collaboration.
Under the agreement, RQ will provide ICAEW firms with free access to the platform in exchange for their input and support. The platform aims to remove the impediments that have historically hindered referral activity and collaboration, such as a lack of data on their clients’ personal circumstances, uncertainty around compliance and regulatory obligations and difficulty integrating into wider offerings.
John Gaskell, Head of Personal Financial Planning at ICAEW, commented: “We are pleased to have worked with RQ to design this technology platform which will enable ICAEW members to collaborate with other professionals on advisory services. ICAEW Chartered Accountants have a long and successful track record helping SME businesses remain competitive, and this software will help strengthen client relationships and drive more value.”
Sarah Ghaffari, Director Communities, Business and Practice at ICAEW, added: “We know there have been barriers to closer collaboration between the professions, and we think this platform will help break down these silos and put our members at the heart of a professional eco-system. Our collaboration with RQ represents an important component of ICAEW’s wider drive to help enable members to take advantage of technology solutions that can drive business growth.”
Johnny Ridd, Chief Executive Officer at RQ, said: “I am extremely grateful for the Institute’s support and input as we’ve developed the RQ platform, and I’m excited to announce this partnership and continued collaboration. Our technology will help chartered accountants build higher-margin practices and work more closely with their clients.”
Dave Robinson, Director of Centurion Chartered Financial Planners and RQ early adopter, commented: “My nine years as a practising accountant and 30 more collaborating with both accountants and lawyers as a practising financial adviser have given me a lot of experience and insight into inter-firm collaboration. RQ is the best toolkit to support inter-professional collaboration that I’ve come across.”
Chartered accountancy body ICAEW and technology company RQ have announced the rollout of a new online platform to help chartered accountants working in practice deepen client relationships. Developed over 18-months in collaboration with ICAEW, the software provides an insight into clients’ financial needs and goals and a space for collaboration.
Under the agreement, RQ will grant ICAEW firms free access to the platform in exchange for their input and support. The platform is designed to reduce the barriers to referral activity and collaboration, such as a lack of data on clients’ personal circumstances, uncertainty around compliance and how to integrate into wider offerings.
John Gaskell, Head of Personal Financial Planning at ICAEW, said: “We are pleased to have worked with RQ to design this technology platform which will enable ICAEW members to collaborate with other professionals on advisory services. ICAEW Chartered Accountants have a long and successful track record helping SME businesses remain competitive, and this software will help strengthen client relationships and drive more value.”
Sarah Ghaffari, Director Communities, Business and Practice at ICAEW, added: “We know there have been barriers to closer collaboration between the professions, and we think this platform will help break down these silos and put our members at the heart of a professional eco-system.”
Johnny Ridd, Chief Executive Officer at RQ, said: “I am extremely grateful for the Institute’s support and input as we’ve developed the RQ platform, and I’m excited to announce this partnership and continued collaboration. Our technology will help chartered accountants build higher-margin practices and work more closely with their clients.”
Dave Robinson, Director of Centurion Chartered Financial Planners and RQ early adopter, commented: “RQ is the best toolkit to support inter-professional collaboration that I’ve come across.”
Today, chartered accountancy body ICAEW and technology company RQ have announced the rollout of a new online platform to facilitate collaboration between chartered accountants and their clients. The platform, which has been developed over the last 18 months in collaboration with ICAEW, is designed to provide greater insight into clients’ financial needs and goals, and to remove the barriers to referral activity and collaboration.
John Gaskell, Head of Personal Financial Planning at ICAEW, said: “We are pleased to have worked with RQ to design this technology platform which will enable ICAEW members to collaborate
Derick is an experienced reporter having held multiple senior roles for large publishers across Europe. Specialist subjects include small business and financial emerging markets.