# Qualify PMS and Wealth Leads with a Call Button | CallCeptor

> Optional investable-range bands and routing send serious PMS and wealth enquiries to senior advisers. Callbacks with deadlines, recording and attribution included.

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

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 4 October 2026

### 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

- [Two-question intake](https://callceptor.com/features/intake/)
- [Routing by page and topic](https://callceptor.com/features/page-routing/)
- [Callbacks with a deadline](https://callceptor.com/features/callbacks/)

### 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.

[All use cases](https://callceptor.com/use-cases/)