In financial services, referrals are more than just a growth strategy, they're a cornerstone of trust. Whether you're a financial adviser, accountant, or mortgage broker, having a strong referral network means your clients receive a more comprehensive and cohesive experience. But until now, the actual process of referring clients between professionals has often been clunky, insecure, or time-consuming.
Lens changes that.
Make Referrals a Natural Part of Your Workflow
With Lens, referring a client to a trusted professional is built into the platform. You don’t need to send documents via email, re-type client information, or manually request updates. With a few clicks, you can securely refer a client’s fact find to another professional on the platform.
Profession-Aware Fact Find Conversion
One of Lens' most powerful features is the ability to automatically convert a fact find to match the recipient's profession. For example, a financial adviser can refer a client to an accountant, and the fact find will adjust accordingly, keeping relevant information and omitting unnecessary fields. This saves time, avoids duplication, and ensures the receiving party can get to work immediately, a major win for all parties.
Keep Clients at the Centre
Referrals shouldn’t feel like a handoff. With Lens, the experience is smooth for the client too. Their information is securely transferred, and they aren’t asked to fill out the same details twice. This continuity builds trust and makes your firm and your trusted network look professional and coordinated.
A Dedicated Plan for Referral-Only Users
Have a referral partner who only needs to view fact finds without creating their own? Lens offers a dedicated "referral-only" plan, making it easy and most cost-effective to bring your network onto the platform, regardless of their size or role. This opens the door to collaborate with more professionals, without requiring them to overhaul their processes.
The Bottom Line
A strong referral network improves client outcomes and supports business growth, but only if it's built on efficient, secure, and flexible tools. Lens makes referrals easy, professional, and tailored to how financial services really work.
If you're ready to take your referral relationships to the next level, it's time to see what Lens can do for your network.
