MAT + FORT creates a referral network to support your clients holistically 

MAT comes with the FORT (Fast Online Referral Tracking) referral system available as an option, allowing advice agencies to generate referrals among a network of partners. Referral and signposting are often a vital part of delivering an holistic response to ensure an advice seeker gets the right help from the right people at the right time. FORT helps you to help your clients. 

Referral

Money advice is a start but not enough to acheive long term success.

Referral and signposting across the advice and rights sector can often be patchy or ad hoc and depend on personal relationships between frontline staff. FORT can help foster the development of a culture of advice in which referral and signposting is consistent and routine. Modern life is complex and the advice sector mirrors that complexity. No one agency can hope to offer all the help and support a client might need. A secure online referral to an agency that offers bespoke help and advice can result in much more sustainable outcomes for individual clients.

FORT provides

  • A secure tool for referral creation and management
  • Improved tracking of the referral process
  • Integrated reporting tool
  • A referral process that aids accountability