# Guides to Website Calls for Financial Firms | CallCeptor

> Practical guides for brokerages, AMCs and advisers: browser calling, adding a call button, routing calls by page, callbacks and call recording policy.

Source: https://callceptor.com/guides/

Guides

## Notes on getting website calls right

Written for the people who run digital, sales and compliance at financial firms. No fluff, and nothing that needs our product to be useful.

- 1 October 20267 min read

### [What is browser calling, and how does a website call actually connect?](https://callceptor.com/guides/what-is-browser-calling/)

A plain explanation of browser-to-browser calling for the people who will be asked to approve it.

- 1 October 20266 min read

### [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/)

Each contact option fails a different kind of visitor. Most firms need two of them, not one.

- 1 October 20265 min read

### [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/)

One script tag, placed once, then everything else is set from the dashboard.

- 30 September 20266 min read

### [What happens when a desktop visitor clicks your phone number](https://callceptor.com/guides/tel-links-on-desktop/)

Most broking and advisory sites get a large share of research traffic on desktop, where the header phone number barely works.

- 30 September 20267 min read

### [Routing website calls by page: a setup for a firm with five desks](https://callceptor.com/guides/route-website-calls-by-page/)

Use the page the visitor is reading as the first routing signal, and ask as few questions as possible.

- 30 September 20266 min read

### [Setting a call recording policy for each department](https://callceptor.com/guides/call-recording-policy/)

One recording policy for the whole firm is usually wrong. Decide it desk by desk.

### Questions we get asked

#### Who writes the CallCeptor guides?

The team that builds CallCeptor at ProxyCeptor writes them. Each guide shows the date it was published and is updated when the product or the rules it describes change.

#### Do I need CallCeptor to use these guides?

No. Most of the advice, such as routing calls by page, setting a recording policy or fixing phone links on desktop, applies to any phone or calling setup on a financial website.

#### Can I share or link to these guides?

Yes. The guides are free to read, and you are welcome to link to them or share them with your team, your compliance officer or your website agency.