Use case
Turn mutual fund page visits into adviser conversations
People reading factsheets and SIP calculators have questions that a form answers slowly. A Call button puts an adviser one click away.
Last updated
How it runs
- Visitor on a scheme page clicks Call.
- Intake: new or existing investor, topic.
- The adviser team rings with the page name on screen.
- Notes and a disposition are saved on the lead.
The rule to set
URL /funds/* rings the investment advisers team.
Features used
Questions we get asked
Can we show registration details?
Yes. Your registration details can show on the widget before the call.
Does it work for small distributors?
Yes. The free plan covers one agent.
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.