Broking and wealth
Every client conversation, on the record.
Dealers and RMs call and message clients from one app. Calls are recorded on business numbers, chats sit alongside, and compliance can find any conversation in seconds.
What gets in the way
The work happens on the phone. The record doesn’t.
- 01
Calls on personal phones leave no trail.
When a client disputes what was said, there is nothing to play back.
- 02
Client history leaves with the RM.
An RM moves on, and the relationship goes with their phone.
- 03
Onboarding stalls between calls.
Pending documents and questions fall between a call, a chat and an email.
How Ryng helps
One app for the team. One record for the business.
Every call recorded
On business numbers, from the app or the browser. Automatic, not optional.
Find any call in seconds
Search by client, RM, outcome or date, and play it in the browser.
WhatsApp in the same thread
Checklists, reports and replies sit next to the call they belong to.
Access by role
Only the right people can listen, scoped by branch and hierarchy.
A customer, start to finish
A new account, opened in a day.
Every message, call and recording for one customer, in one thread, whichever channel they chose.
Illustrative customer.
- SMSMon 2:00 pmWelcome! Your onboarding officer will call you today.
- Voice callMon 3:15 pmRecorded9 min, recorded. KYC walkthrough. Two documents pending.
- WhatsAppMon 3:30 pmChecklist sent. Both documents uploaded by 6 pm.
- WhatsApp callTue 11:00 amRecorded4 min. Questions about account activation answered.
- SMSTue 2:00 pmAccount active. Sneha places her first trade.
- Up to ~60%
- of calls connect, against a ~15–20% baseline
- 100%
- of calls logged and recorded
- 0
- missed callbacks
- 24 hours
- from sign-up to a live team
Connect rates vary by industry, list quality and calling hours.
Compliance
Built to support your SEBI and DPDP obligations.
Calls recorded on business numbers, access by role, numbers masked, TRAI 160 and 140-series lines, and data stored in India.
How Ryng handles compliance- SEBI
- DPDP
- TRAI
Other industries
Bring every conversation onto one record.
Book a demo and we’ll set Ryng up with your team, on the phones they already carry.