Banks · Analytics and reporting
Know whether last quarter's campaign actually paid for itself in new accounts.
Marketing ROI for a bank means comparing what a campaign or channel cost against the value of the accounts and loans it actually brought in. It looks past clicks and enquiry counts. GullySales builds this comparison so spend decisions are based on outcomes, not activity.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
What analytics and reporting means
Analytics and reporting is tracking where each enquiry actually came from, be it a search, an advert or a walk-in, instead of guessing which channel is working. GullySales builds this tracking from the first conversation and sends a plain report by enquiry source rather than by activity done.
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For banks
Where it usually goes wrong, and what we would do.
“Enquiry volume alone does not tell you if a campaign worked”
A campaign generating many enquiries that convert poorly can look successful on a simple report while actually delivering weak returns compared to a smaller, better-targeted one.
“Different products need different return timelines”
A personal loan campaign shows its return within weeks. A savings account or relationship-building campaign may only show its full value over a year or more. Comparing them on the same short timeline is misleading.
“Attribution needs to include the branch, not just digital clicks”
A campaign's true return includes accounts opened at a branch after online research, so ROI calculations that only count online conversions understate the actual result.
What we do
What we deliver for banks.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
Cost against actual accounts and loans
A comparison of what a campaign or channel cost against the value of the accounts and loans it actually brought in, not clicks or enquiry counts alone.
Result: You know whether a campaign paid for itself, not just performed.
Return timeline matched to product type
A separate return timeline for a fast-converting personal loan campaign against a slower relationship-building one, rather than judging both the same way.
Result: A slower campaign is not wrongly labelled as failing early.
Offline conversion included in attribution
An attribution method that counts an account opened at a branch after online research, not only online conversions.
Result: The true return of a campaign is counted, not understated.
ROI review cadence matched to the product
ROI reviewed more often for fast-moving products like personal loans, and less often for slower goals like deposit growth.
Result: Each product's return is judged on a timeline that actually fits it.
How the result is measured
- Enquiries by source
- Cost per enquiry by channel
- Conversion rate by channel
Recorded as a baseline before work starts, so every later report has an honest comparison.
What to record per campaign
The records a branch needs to judge whether a campaign paid for itself.
- What the campaign cost
- Note every cost in one place: media, printing, the event, staff time spent on it. A campaign that looks cheap because half its cost sat in another budget is not cheap.
- Where each enquiry came from
- Ask every new enquirer how they heard of the bank and write the answer on the enquiry record, including walk-ins, so branch sales are not left out of the count.
- Which enquiries became accounts or loans
- Mark each enquiry with the outcome and the product. Count accounts opened and loans disbursed, not leads, because a hundred enquiries for one rejected loan is not a result.
- How long the product takes to decide
- Judge a savings campaign on accounts opened soon after, and a home loan campaign over a longer window, because the decision takes longer. Set the window before the campaign starts.
- What the account is worth to the bank
- Use the value the bank already assigns to each product, from finance or the regional office, rather than inventing one. That keeps the comparison honest across products.
- The decision you take next
- After each campaign, write down whether to repeat, change or stop it, and why. The record of past decisions is what makes the next budget easier to set.
Who it is for
This is written for these banks.
- Private sector bank branches
- Public sector bank branches
- Regional rural banks
- Cooperative banks
- Small finance banks
- Business correspondent networks
- NRI-focused branches
- MSME-focused branches
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Your brief
You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.
After the brief
A conversation and a written scope
We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.
Before work starts
Baseline recorded
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.
After the baseline
The first fix goes live
The fix we agreed to start with is put in place and measured against the baseline, whether that is a reply, a follow-up, a page, a listing or the handover between marketing and sales.
As agreed
Report against the baseline
What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.
At renewal
Renew on the numbers
The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.
How the analytics and reporting work runs
- 1
Understand what counts as success
We agree what a good enquiry looks like for your business before measuring anything.
- 2
Audit current tracking
We check what is already being tracked correctly, half tracked, or not tracked at all.
- 3
Set up shared tracking
Analytics, forms, call tracking and the CRM are connected so an enquiry can be traced to its source.
- 4
Build the reporting format
A single report template is agreed, so every month's numbers are comparable to the last.
- 5
Report and adjust
Numbers are reported with a recommendation, and campaigns are adjusted based on what the numbers show.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
What do we actually need to track this?
How often should ROI be reviewed?
Can we judge ROI if most customers still walk into the branch?
What if a campaign brought enquiries but few accounts?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
From the blog
Further reading for banks.
6 min read · 6 Oct 2026How buyers decide which lender or adviser to trustPeople choosing a bank, lender, insurance agent, adviser or payment company start from a name someone gave them, then check you before they call. This post sets out what they look for and where firms lose them.
7 min read · 21 Sept 2026How to advertise to airport travellersA terminal is a small number of regular flyers counted many times, and the crowd changes completely between the six o'clock bank and the summer holidays.
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Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.