Callback Software for Financial Services
— Connect Clients in 28 Seconds, Compliantly
79% of financial services clients instruct the first adviser who calls them back. LimeCall connects your IFAs and mortgage advisers with prospects in 28 seconds — with FCA-compliant call recording built in as standard.
★ FCA-Compliant Call Recording · GDPR Compliant · Trusted by IFAs & Brokers across the UK
- 79%
- Of clients choose the first adviser who calls back
- 28s
- LimeCall vs 3-day average IFA response time
- 42%
- Higher AUM per adviser with faster lead follow-up
- 100%
- FCA-compliant call recording on every call
⚠️ Your Best Leads Are Enquiring After Hours
Your best leads are enquiring at 9pm. Without LimeCall, they're calling a competitor at 9am. The pension reviewer, the remortgage seeker, the ISA investor — they research in the evening and instruct whoever contacts them first the next morning. LimeCall makes that firm yours.
How LimeCall Works for Financial Advisers
Client Researches on Your Website
LimeCall widget appears on your mortgage, pension, ISA, and contact pages — wherever high-intent prospects land.
Client Requests a Callback
Enters their number; LimeCall routes to the correct product specialist and queues after-hours requests for morning follow-up.
Adviser Connected in 28 Seconds
Your IFA or mortgage adviser speaks with the prospect first — before any competitor — with call recording active from the start.
Built for IFAs, Mortgage Brokers & Wealth Managers
Compliance Call Recording
Every client call is recorded automatically and stored securely. Full audit trail for FCA compliance, complaints handling, and best-interest evidence.
After-Hours Lead Capture for Mortgage Enquiries
Mortgage and pension enquiries that come in at 9pm are queued automatically. Your advisers call first thing — before any competitor opens their inbox.
Virtual Numbers for Local Presence
Display a local number in every region you serve. Clients trust an adviser who appears local — even when your team is centralised.
Lead Routing by Product Type
Route enquiries automatically by product — mortgages to your mortgage desk, pensions to your pension specialists, investments to wealth managers.
CRM Sync to Salesforce & Zoho
Every callback logged automatically in Salesforce, Zoho, or your existing CRM — client name, number, product enquired, call duration, and outcome.
GDPR-Compliant Data Handling
All client data encrypted in transit and at rest. Configurable retention periods, DPA agreements as standard, and full audit logs for regulatory review.
Financial Services Use Cases
Mortgage Enquiry Callbacks
Prospect visits your remortgage page → callback triggered → adviser connected in 28s → decision in principle started on the call.
Pension Review Calls
Retirement planning visitor requests callback → routed to pension specialist → suitability call and fact-find begins immediately.
ISA & Investment Enquiries
Investment page visitor connected to your wealth management team → portfolio discussion starts on the first call.
Insurance Quote Follow-Ups
Life, income protection, and critical illness leads queued and called back in priority order — no hot prospect goes cold overnight.
"We capture pension enquiries at 10pm. LimeCall queues them and our IFAs call first thing. We've added £2.1M AUM in 6 months from leads we used to miss entirely. The FCA-compliant recording means we have full best-interest evidence on every client conversation."
LimeCall vs. Other Client Contact Methods
| Feature | LimeCall | Phone + Voicemail | Contact Form | Live Chat |
|---|---|---|---|---|
| Response time | 28 seconds | Hours or next day | 1–48 hours | Agent dependent |
| After-hours capture | ✅ Queue + AM callback | ❌ Voicemail lost | ✅ Form stored | ❌ No agent |
| Product routing | ✅ Mortgage/pension/ISA | ⚠️ Manual transfer | ❌ None | ⚠️ Manual |
| FCA call recording | ✅ Automatic & compliant | ⚠️ Manual setup | ❌ No call | ❌ No call |
| CRM integration | ✅ Salesforce, Zoho | ⚠️ Manual logging | ⚠️ Basic only | ⚠️ Limited |
| Lead-to-client rate | 🟢 Up to 3× higher | 🟡 Standard | 🔴 Low (slow) | 🟡 Medium |
Integrates with Your Financial Services Tech Stack
LimeCall connects to Salesforce, Zoho CRM, HubSpot, and 1,000+ tools via Zapier. Every client callback is automatically logged — name, number, product type, call duration, and adviser notes — keeping your CRM accurate and your compliance records complete. Setup takes under 5 minutes with no developer required.
View all integrations →Compliant by Design for FCA-Regulated Firms
Automatic Call Recording
Every client call recorded automatically from the first second. Meets COBS 11.8 and SYSC 10A obligations for communication recording.
Encrypted Storage & GDPR
All recordings and client data encrypted in transit and at rest with AES-256. DPAs signed as standard. Configurable retention periods.
Full Audit Trail
Complete logs of every callback — who requested it, which adviser handled it, call duration, and outcome — available for FCA inspection at any time.
LimeCall is trusted by financial advisers and brokers across the UK and 40+ countries. Read our GDPR documentation →
Frequently Asked Questions
Is LimeCall call recording compliant with FCA requirements? ▾
Yes. LimeCall call recording is designed for FCA-regulated firms. All recordings are encrypted in transit and at rest, with configurable retention periods that meet COBS and SYSC obligations. We sign Data Processing Agreements (DPAs) with all financial services customers. Full audit logs are available for compliance review, and callers are notified of recording as part of the standard callback flow.
Can LimeCall route leads to the right adviser by product type? ▾
Yes. LimeCall's intelligent routing directs enquiries based on the product page that triggered the callback — mortgage enquiries go to your mortgage advisers, pension reviews to your pension specialists, ISA and investment queries to your wealth managers. You can also add an IVR step to confirm the enquiry type before connecting, ensuring every lead reaches the most relevant expert.
What happens to financial leads that come in after business hours? ▾
After-hours enquiries are queued in LimeCall and surfaced to your team first thing the next morning, prioritised by urgency and enquiry type. Research shows that 79% of financial services clients instruct the first adviser to make contact. By calling back before competitors open their email, your firm consistently wins the instruction.
Does LimeCall integrate with financial services CRMs like Salesforce? ▾
Yes. LimeCall integrates with Salesforce, Zoho CRM, HubSpot, and 1,000+ tools via Zapier. Every callback is automatically logged — client name, contact number, product enquired, call duration, and adviser outcome notes — eliminating manual data entry and keeping your compliance records accurate.
How does LimeCall help IFAs and mortgage brokers grow AUM? ▾
The fastest-growing IFA practices respond to leads within minutes, not days. LimeCall connects prospects with your advisers in 28 seconds — while the client is still actively researching. Studies show advisers who respond within 5 minutes are 21× more likely to win the client. Our customers report up to 42% higher AUM per adviser after implementing LimeCall, driven by capturing leads they previously missed.
How quickly can a financial services firm get started with LimeCall? ▾
Most firms are live within 5 minutes. Add the LimeCall widget to your website using a single code snippet or tag manager, configure your product routing and adviser assignments, and the system is active immediately. No developer or IT resource is required. We provide full onboarding support for financial services customers, including compliance documentation.
Start Winning More Financial Services Clients Today
14-day free trial · FCA-compliant recording · No IT team required
Try Free — 14 Days →No credit card required · Cancel anytime · Full onboarding support for financial services firms
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