For asset management companies
Separate investor, distributor and NFO calls before anyone picks up
An AMC website serves investors, distributors, NRIs and journalists at once. CallCeptor asks who's calling and why, then rings the team that handles it.
The problem
Every caller starts at the same IVR
Investor service, distributor support and NFO enquiries share a toll-free number and a long menu.
During an NFO, the marketing team can see page visits but not how many of them turned into calls, or which scheme pages drove them.
Example routing
Where each call goes
| When | Rings |
|---|---|
| Visitor type: Investor | Investor service |
| Visitor type: Distributor | Distributor desk |
| /nfo/* pages | NFO sales teamCampaign ID saved with the call |
| Language: Hindi | Hindi-speaking agents |
| Topic: Media | Corporate communications form |
What you get
India data residency
Call data, recordings, transcripts and backups stay in Indian cloud regions, with encryption keys managed in India.
A vendor pack for your CISO
Security questionnaire answers, architecture notes, VAPT summary and a SEBI CSCRF mapping, ready before your review starts.
Roles for compliance
A read-only Compliance role can review recordings and audit logs. Every playback and download is itself logged.
Webhooks into your stack
Push leads, calls and dispositions into your CRM or data warehouse as they happen. SSO and SIEM export are coming next.
Questions we get asked
Can calls be routed by language?
Yes. Visitors pick a language in the pre-call form and the call rings agents tagged with it, falling back to the default team if none is free.
Can we keep our toll-free number?
Yes. The widget can show your existing number as a secondary option, and a replace mode can swap on-page numbers for the Call button with the number still visible.
Where is the data stored?
In Indian cloud regions. Recordings are encrypted at rest with per-tenant keys managed in India, and a write-once storage option is available for recordings.
Keep reading
- CallCeptor for stock brokers
- CallCeptor for wealth and pms
- CallCeptor for investment advisers
- CallCeptor for mutual fund distributors
- What is browser calling, and how does a website call actually connect?
- Click-to-call vs a phone number, WhatsApp or a contact form on a financial website
- How to add a click-to-call button to WordPress, Wix, Webflow, Shopify or any website
- What happens when a desktop visitor clicks your phone number
- Routing website calls by page: a setup for a firm with five desks
- Setting a call recording policy for each department
Put a Call button where your phone number is today.
Free for one person and 100 browser minutes a month. Larger firms can start with a pilot on one department.