Help Center

Branded Calling for Financial Advisory Firms

What is Branded Calling?

Branded Calling enables financial advisory firms to display the firm’s name—and soon, logo and call reason—on a client’s cell phone when receiving a call. While CNAM provides a caller ID name display primarily on landlines, Branded Calling offers the ability to brand calls made to mobile devices, helping clients recognize and trust your calls at a glance.

Current Capabilities of Branded Calling

• Display Name: Your firm’s name will appear on clients’ mobile Caller ID, establishing instant recognition and trust.
• Logo (Coming Soon): Display your firm’s logo for additional branding impact.
• Call Reason (Coming Soon): Show the purpose of the call, such as “Annual Review” or “Account Update,” to provide context and enhance transparency.

Supported Networks

As of now, Branded Calling is supported on calls made to mobile devices on the following networks:

• T-Mobile
• Verizon

Setting Up Branded Calling with LeadCenter

To activate Branded Calling for your firm’s phone numbers, follow these steps:

1. Request Activation: Contact support@leadcenter.ai to initiate Branded Calling for your firm’s phone numbers. Our support team will guide you through the setup and submission process.
2. Set Up Display Name: During setup, choose a display name for your calls. Ensure it follows the guidelines listed below.
3. Verify Activation: Once Branded Calling is enabled, test calls on supported networks to ensure the display name appears as expected.

Display Name Requirements

To ensure that your display name meets Branded Calling standards:

• Character Limit: Display names must be no longer than 32 characters.
• Name Accuracy: The display name should closely relate to your firm’s registered business name.
• Accepted Characters: Only letters and numbers are allowed in the display name (no special characters).

Benefits of Branded Calling for Financial Advisors

• Increase Call Answer Rates: Clients are more likely to answer calls when they recognize your firm’s name on their Caller ID.
• Build Client Trust: Branded calls assure clients that the call is legitimate, which is essential in an industry where trust and security are priorities.
• Establish Brand Recognition: Displaying your firm’s name (and eventually logo) reinforces your brand and creates a more professional communication experience.

For questions about setting up Branded Calling or for additional support, reach out to support@leadcenter.ai. We’re here to help ensure your clients can recognize and trust every call from your firm.