Use cases
Where a Call button earns its place on a financial website
Thirteen common situations, each with the routing rule to set up and what happens from the click to the lead.
Last updated
IPO enquiries
Ring the primary markets desk from IPO pages.
Demat account opening
Help visitors who stall on the account-opening page.
Mutual fund and SIP enquiries
Reach distributors and advisers from scheme and SIP pages.
PMS and wealth onboarding
Qualify high-value visitors before an adviser dials back.
Adviser lead qualification
Two-question intake that filters time-wasters.
After-hours callbacks
Never lose a visitor because the desk is closed.
Existing client support
Send clients to servicing, not sales.
NRI client calls
Let overseas clients call from a browser, no international dialling.
Research report follow-up
Let readers talk to sales while the report is open.
Campaign landing pages
Measure which ads produce calls.
Investor relations calls
Separate shareholders from sales.
Webinar and event follow-up
Call button on the thank-you page.
Sub-broker and partner support
A separate desk for partners.
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.