# Click-to-Call for Wealth Managers and PMS Firms | CallCeptor

> Let prospects call your relationship managers from the website, with investable range and product interest on screen. Callbacks, recording, India hosting.

Source: https://callceptor.com/for/wealth-management-pms/

For wealth and pms

## Let prospects reach a relationship manager while they're still reading

A prospect comparing your PMS strategies at 9 pm is worth more than a contact-form entry you read the next morning. CallCeptor connects them to an RM when one is free and books a callback when nobody is.
[Start free](https://callceptor.com/signup/)[Book a demo](https://callceptor.com/demo/)[Dashboard](https://callceptordashboard.vercel.app/app)

The problem

### High-intent visitors, slow follow-up

Wealth prospects rarely fill forms, and when they do, the reply arrives a day later from someone who doesn't know what they were looking at.
RMs spend the first minutes of every call asking questions the website could have answered for them: new or existing client, which product, roughly how much.

Example routing

### Where each call goes

When | Rings |
/pms/* pages | PMS desk |
/aif/* pages | AIF desk |
Investable range band: above ₹5 crore | Senior RM group |
Existing client | Client's own RM, then service desk |
No one free | Scheduled callback with SLA timer |

### What you get

#### Context on the call card

Before answering, the RM sees the caller's name, verified mobile, product interest, investable range band, and the pages they read.

#### Callbacks with a deadline

Missed calls turn into callback tasks with an SLA countdown. If nobody claims one in time, it escalates to a supervisor.

#### Recording your compliance team can defend

Recordings are encrypted, carry a tamper-evident hash, follow a retention rule per department, and can be put on legal hold per call or per client.

#### Rings the RM's mobile

RMs who are out of the office still get the call. If the browser isn't open, CallCeptor rings their verified mobile.

### Questions we get asked

#### Can we ask for investable amount before the call?

You can add an investable range question to the pre-call form, using bands you define. We recommend bands rather than exact figures, since visitors answer ranges more readily.

#### Can an existing client be routed to their own RM?

Yes, when the client is identified (for example by verified mobile) and mapped to an RM. If that RM doesn't answer, the call overflows to the service desk or a callback.

#### Is video available for advisory meetings?

Not yet. Video calls and screen share are on the roadmap. Today CallCeptor handles voice calls, callbacks and lead capture.

### Keep reading

- [CallCeptor for stock brokers](https://callceptor.com/for/stock-brokers/)
- [CallCeptor for investment advisers](https://callceptor.com/for/investment-advisers/)
- [CallCeptor for mutual fund distributors](https://callceptor.com/for/mutual-fund-distributors/)
- [CallCeptor for asset management companies](https://callceptor.com/for/asset-management-companies/)

- [What is browser calling, and how does a website call actually connect?](https://callceptor.com/guides/what-is-browser-calling/)
- [Click-to-call vs a phone number, WhatsApp or a contact form on a financial website](https://callceptor.com/guides/click-to-call-vs-phone-whatsapp-forms/)
- [How to add a click-to-call button to WordPress, Wix, Webflow, Shopify or any website](https://callceptor.com/guides/add-call-button-to-website/)
- [What happens when a desktop visitor clicks your phone number](https://callceptor.com/guides/tel-links-on-desktop/)
- [Routing website calls by page: a setup for a firm with five desks](https://callceptor.com/guides/route-website-calls-by-page/)
- [Setting a call recording policy for each department](https://callceptor.com/guides/call-recording-policy/)