Use case
Put serious wealth enquiries in front of a senior adviser
A PMS visitor is rare and valuable. Route them to a senior adviser, and never lose one to a missed call.
Last updated
How it runs
- Visitor on a strategy page clicks Call.
- Optional intake: investable range band.
- A senior adviser rings.
- If missed, the callback task escalates to a supervisor.
The rule to set
URL /pms/* with the top investable band rings senior advisers, others go to the general desk.
Features used
Questions we get asked
Is asking for investable range required?
No. It is optional bands you can turn on for wealth and PMS desks.
What if the adviser is away from the dashboard?
The call can ring the agent's verified mobile.
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.