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Banks · Webinars

Host a session on MSME loans for owners who cannot visit a branch during work hours.

Webinars for a bank mean online sessions explaining a specific scheme or financial topic: MSME loan eligibility, tax-saving investment options, or NRI banking rules. The audience can attend from anywhere without visiting a branch. GullySales plans and promotes these around a specific, useful topic.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of banks at work in India

What webinars means

A webinar is a live or recorded online session where you explain a topic to prospects who register in advance. It suits products that need explaining before a buyer will commit. GullySales plans the topic, builds the registration page and reports attendance and enquiries afterward, the same enquiry-based reporting used for every other channel.

Also for banks

Sales and marketing for banks, the overview.

Last updated 8 Nov 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For banks

Where it usually goes wrong, and what we would do.

  • “A specific, useful topic draws attendance better than a general one”

    A webinar titled around a specific scheme's eligibility and documentation draws far more relevant attendance than a broad session simply titled about the bank's services.

  • “NRI-focused webinars solve a real accessibility problem”

    An NRI customer in a different time zone benefits from a webinar recording they can watch when convenient. A branch visit cannot solve that gap for this audience at all.

  • “Live question time builds more trust than a one-way presentation”

    Allowing genuine, unscripted questions during a webinar on a loan scheme demonstrates confidence in the product and answers concerns a purely promotional video cannot address.

What we do

What we deliver for banks.

The work available for this need. We agree the deliverables and responsibilities for your engagement in writing.

  1. Specific-topic webinar plan

    Sessions titled around a specific scheme, such as MSME loan eligibility, rather than a broad session about the bank as a whole.

    Result: Attendance comes from people who actually need that specific answer.

  2. NRI time-zone-friendly scheduling

    Sessions scheduled and recorded for an NRI audience in a different time zone to watch when convenient.

    Result: A time-zone gap no longer excludes an NRI customer.

  3. Live question segment

    A dedicated, unscripted question period built into each webinar, rather than a one-way presentation only.

    Result: A genuine concern gets answered live, building more trust than a pitch.

  4. Targeted promotion by audience fit

    Promotion aimed at customers and prospects who actually fit the topic, such as small business owners for an MSME session.

    Result: The room fills with people the session is actually meant for.

How the result is measured

  • Registrations
  • Attendance rate
  • Enquiries after the session

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full webinar content and promotion page

MSME loan webinar run sheet

Plan an MSME loan webinar around this run sheet so owners leave knowing what to do next.

Title that promises one answer
Name the question, such as who can apply for the scheme and what to bring. A narrow title attracts the owner who is about to apply, and that owner is the one you want in the session.
A speaker who can answer on eligibility
Have a credit officer or someone who handles the file speak, with the branch head to open. A host who cannot answer eligibility questions loses the room.
A document slide the attendee can photograph
Show the papers to bring: GST returns, income tax returns, bank statements, Udyam registration and property papers where relevant. Share the slide afterwards as a PDF.
Registration questions that help the branch
Ask for business type, city, loan purpose, preferred language and consent to be contacted. These let the branch call with something relevant, not a generic message.
Live questions with a moderator
Let a colleague read out the questions. If one cannot be answered on the spot, note it and have the branch reply to that person afterwards, by name.
A follow-up list and the recording
Send the recording and the document list to everyone who registered, attended or not. Give the branch the list with each person's question so someone calls with a name.

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

Not for

It is not the right fit if.

  • The owners you want to reach cannot be named or contacted, so nobody would be invited.
  • No one at the bank may answer questions about sanction, so the session would stop at the point owners care about.

Before you decide

Agree the work. Know how to judge it.

Webinars for banks: use these checks to prepare, choose the scope, and review what changes.

Bring the right evidence

Name the buyers you want to meet and the reason for them to speak with you. Bring a product or service story that can lead to a useful next conversation after the event.

Make the scope clear

Agree the event activity, demonstration material, enquiry capture, and follow-up responsibilities. Separate venue or sponsorship spend from production and sales preparation.

Check the work in use

Review the conversations that had a recorded need and agreed next step. Track them through proposals and orders instead of treating badge scans as qualified opportunities.

Know when to change course

If nobody can follow up after the event, reduce the activity to what the team can handle. A full contact list with no next action is not a sales pipeline.

These are discussion points, not a fixed package. GullySales confirms the deliverables, responsibilities, fee, and term in writing after reading your brief and speaking with you.

How it works

How the webinars work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Audience and outcome approval

    We review your requirements with the presenter and sales lead. You approve the intended audience, the question to answer, and the next conversation the session should lead towards.

  2. 2

    Invitation list clearance

    Your team supplies the proposed contacts and available permission records. We agree the sending channels and resolve gaps before messages are prepared for release.

  3. 3

    Content and registration sign-off

    The outline, slides, and registration copy go to your nominated reviewer. Technical or regulated claims remain with your subject expert or compliance reviewer for approval.

  4. 4

    Rehearsal and invitation release

    We test the registration journey and rehearse with the presenter. Once you approve readiness, invitations and reminders follow the agreed schedule.

  5. 5

    Session delivery and question capture

    The presenter delivers the session while the moderator manages the agreed live tasks. Questions and available attendance records are saved alongside the recording.

  6. 6

    Replay approval and sales handover

    We prepare the replay communication and attendee notes for review. Your sales lead receives the prioritised record, with responsibility for further contact agreed rather than assumed.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 1, prospecting and lead generation. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
How do we get people to attend?
Through targeted promotion to customers and prospects who genuinely fit the topic, such as small business owners for an MSME lending webinar, rather than a broad, generic invitation.
Should we record these?
Yes, a recording extends the value of a live session significantly, particularly for time-zone-sensitive audiences like NRI customers.
Can we mention interest rates in a webinar?
Only as your compliance team has cleared. Rates are set centrally and can change after the session. Point to the bank's rate page, say that terms are subject to approval, and keep the session on eligibility and documents.
What do we do about people who register but do not attend?
Send them the recording and the same document list, and treat them as interested. They signed up with a real question and a busy day. Let the branch follow up with them in the same way as the attendees.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

From the blog

Further reading for banks.

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Or start from the overview: sales and marketing for banks.

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