For brokerages, AMCs, wealth firms and advisers
Replace the phone number on your website with a Call button
Visitors talk to the right desk from their browser, with the page they were reading already on the agent's screen. Missed calls turn into callbacks, and every call is logged as a lead. Hosted in India.
- Nothing for visitors to install
- Rings browser or mobile
- Data stays in India
IPO note
Sahyadri Foods IPO: price band, lot size and our view
Talk to our IPO desk
Usually answers in under a minute
Incoming · Primary markets desk
00:04Ananya Rao · +91 98•••• ••210 · OTP verified
- Client
- New investor
- Page
- /ipo/sahyadri-foods-ipo-note
- Came from
- Google Ads · ipo-oct
- Recording
- Consent given
The problem
The number in your header loses callers at every step
Most financial websites show one landline for broking, research, IPOs, wealth, investor relations and careers. Here is what happens to a prospect who wants to talk.
With a phone number
- Visitor is on a laptopClicking the number does nothing useful. They'd have to find their phone and type it.
- They dial anywayA switchboard menu with no option for the IPO note they just read.
- It's 8 pmThe line rings out. Nobody knows they called.
- Someone answersNo idea which page, product or campaign the caller came from.
- The call endsNothing is logged unless the agent remembers to.
With CallCeptor
- The Call button works in the browser on any device
- The page and two quick questions pick the desk
- Missed calls become callbacks with a deadline
- The agent sees name, page and campaign before answering
- Every call, miss and callback is a lead with a history
How it works
Live on one department in an afternoon
- 01
Add one script tag
Paste it into your site or tag manager. Choose where the button sits: header, floating, or inline on product and research pages.
- 02
Set up your desks
Create departments, add agents, set business hours and trading holidays, and write routing rules by page or topic.
- 03
Answer in the browser or on mobile
Agents take calls in a browser tab. If they're away, CallCeptor rings their verified mobile, then offers the visitor a callback.
What you get
Calling, routing and follow-up in one place
Browser calling
Visitors click Call and talk. No app, no number to type, desktop or mobile.
Routing by page and topic
The IPO page rings the IPO desk. The research page rings research sales.
Rings your mobile
If the agent isn't at the dashboard, the call goes to their verified mobile.
Callbacks with a deadline
Missed calls become callback tasks with an SLA countdown and escalation.
Two-question intake
Name, mobile, new or existing client, and topic. Optional OTP to stop spam.
Agent console
Who's calling, from which page and campaign, before the agent picks up.
Compliance-grade recording
Per-department rules, tamper-evident hashes, retention and legal hold.
Lead inbox and attribution
Every call, miss and callback is a lead with page, referrer and UTM tags.
Built for regulated firms
What a generic call widget leaves to you
Browser calling is the easy part. These are the things your compliance and security teams will ask about.
Callbacks from your own number
Outbound callbacks use your firm's registered caller ID, including 1600-series numbers, so clients can tell a real call from an impersonator.
A button fraudsters can't copy
Investment scams often impersonate brokers over the phone. A call started from your own verified domain is one your clients can trust, and you can tell them so.
Recording compliance can sign off
Per-department recording rules, consent shown before the call, tamper-evident hashes, retention periods, legal hold, and an audit trail on every playback.
AI that knows its limits
Coming next: an after-hours assistant that says it's an AI, handles intake and approved FAQs, never gives investment advice, and hands over to a registered person.
Who it's for
Set up for how your firm takes calls
Stock brokers
Account opening, client support, dealing and IPO desks behind one website.
How it works for stock brokers →Wealth and PMS
Relationship managers who need context before they pick up.
How it works for wealth and pms →Investment advisers
SEBI-registered RIAs and research analysts, often a team of one to five.
How it works for investment advisers →Mutual fund distributors
MFDs, authorised persons and sub-brokers who sell over the phone.
How it works for mutual fund distributors →Asset management companies
Investor service, distributor desks and NFO campaigns on one site.
How it works for asset management companies →Banks and NBFCs
Loan, card and deposit enquiries have the same routing problem. Talk to us about a pilot.
Book a demo →
Security
Ready for your CISO's questionnaire
- All data, recordings and backups in Indian cloud regions
- Encrypted calls (DTLS-SRTP) and TLS 1.2+ everywhere else
- AES-256 at rest with per-tenant keys managed in India
- Roles including read-only Compliance, 2FA, IP allow-lists
- Audit log of every admin, routing and recording action
Install
One script tag
The first load is a small script. The calling code downloads only when someone clicks Call, so your page speed stays where it is. Works with WordPress, Wix, Webflow, React, Angular or plain HTML.
<script
src="https://callceptor.vercel.app/callceptor-sdk.js"
data-site-key="YOUR_SITE_KEY"
async></script>Questions we get asked
Do visitors need to install anything?
No. The call runs in the browser they already have open: Chrome, Edge, Firefox or Safari, on desktop or mobile. The microphone permission is only requested after they click Call.
What if the visitor's browser blocks the microphone?
The widget offers "Call me back on my phone" instead. This also covers in-app browsers, such as links opened inside Instagram or LinkedIn, that don't allow microphone access.
Where is our data stored?
In Indian cloud regions. Call records, recordings, transcripts and backups stay in India, encrypted at rest with per-tenant keys managed in India.
What happens when nobody answers?
The call can overflow to another department or ring an agent's mobile. If that fails too, the visitor books a callback slot and the call becomes a lead with an SLA timer, so it can't be forgotten.
Will it slow down our website?
The widget loads a small script first and fetches the calling code only when someone clicks Call. It is built to cost your pages no more than two Lighthouse points.
Does it work behind corporate firewalls?
Yes. Calls use a relay over TLS on port 443 when a direct connection is blocked, which is common on office and bank networks.
Can we try it before a security review?
Yes. Start on the free plan on a staging site, or ask for a sandbox tenant. We send the security pack at the start of an enterprise trial so the review runs in parallel.
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.