# Call Button Use Cases for Financial Websites | CallCeptor

> Thirteen ways brokers, AMCs and advisers use a website Call button: IPO enquiries, account opening, SIPs, PMS, callbacks and more, with the rule for each.

Source: https://callceptor.com/use-cases/

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 4 October 2026

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### [IPO enquiries](https://callceptor.com/use-cases/ipo-enquiries/)

Ring the primary markets desk from IPO pages.

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### [Demat account opening](https://callceptor.com/use-cases/demat-account-opening/)

Help visitors who stall on the account-opening page.

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### [Mutual fund and SIP enquiries](https://callceptor.com/use-cases/mutual-fund-sip-enquiries/)

Reach distributors and advisers from scheme and SIP pages.

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### [PMS and wealth onboarding](https://callceptor.com/use-cases/pms-onboarding/)

Qualify high-value visitors before an adviser dials back.

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### [Adviser lead qualification](https://callceptor.com/use-cases/advisory-lead-qualification/)

Two-question intake that filters time-wasters.

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### [After-hours callbacks](https://callceptor.com/use-cases/after-hours-callbacks/)

Never lose a visitor because the desk is closed.

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### [Existing client support](https://callceptor.com/use-cases/existing-client-support/)

Send clients to servicing, not sales.

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### [NRI client calls](https://callceptor.com/use-cases/nri-client-calls/)

Let overseas clients call from a browser, no international dialling.

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### [Research report follow-up](https://callceptor.com/use-cases/research-report-followup/)

Let readers talk to sales while the report is open.

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### [Campaign landing pages](https://callceptor.com/use-cases/campaign-landing-pages/)

Measure which ads produce calls.

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### [Investor relations calls](https://callceptor.com/use-cases/investor-relations-calls/)

Separate shareholders from sales.

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### [Webinar and event follow-up](https://callceptor.com/use-cases/webinar-follow-up/)

Call button on the thank-you page.

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### [Sub-broker and partner support](https://callceptor.com/use-cases/sub-broker-and-partner-support/)

A separate desk for partners.