Banks · Website
Let a customer check a loan eligibility calculator without visiting a branch first.
Website design for a bank means a clear, fast site where a customer can check rates, use an eligibility calculator, and start an application or enquiry. It is not a site that only describes products and sends every real action back to a branch. GullySales builds this so the website does real work, not just informs.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
What website means
A website is the page a customer lands on after searching, clicking an advert or scanning a code, and it decides whether they call or leave. GullySales builds and maintains sites that load quickly, explain the offer plainly and make the enquiry form or phone number easy to find.
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 working calculator does more than a page of text”
A simple EMI or eligibility calculator lets a customer explore their own situation directly, which builds more confidence and engagement than a static page describing loan terms in the abstract.
“Mobile usability decides most outcomes here”
Most customers researching a loan or a scheme on their phone will not persist through a page built primarily for desktop. The mobile experience needs to be the priority, not an afterthought.
“The website needs to hand off cleanly to a branch or a call”
A customer ready to proceed should be able to move smoothly from the website into a branch appointment or a call. A dead end that forces them to start over loses the enquiry.
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.
Working EMI and eligibility calculators
A calculator letting a customer explore their own loan eligibility or EMI directly on the site, not just read about terms.
Result: A customer engages with their own numbers, not an abstract description.
Mobile-first site rebuild
The site's structure and speed built primarily for the phone, since most customers research a loan or scheme there.
Result: A mobile visitor can actually complete what they came to do.
Clean handoff to branch or call
A path that moves a ready customer smoothly from the website into a branch appointment or a call, without a dead end.
Result: An interested customer does not have to start over to take the next step.
Self-service rate and scheme updates
The site built so your own team can update rates and scheme details without needing a developer each time.
Result: Rate information stays current because updating it is genuinely easy.
How the result is measured
- Page load time
- Bounce rate
- Enquiries from the website
Recorded as a baseline before work starts, so every later report has an honest comparison.
What the page must show
What a bank's website must show before a customer applies or visits a branch.
- Rates and charges, dated
- Show the current rate for each loan or deposit, the processing and other charges, and the date the page was last updated, with a note that rates change. Link to the official schedule of charges.
- Eligibility and the document list for each product
- For each loan or account, list who is eligible and the papers to carry, in plain words. A customer who arrives with the wrong documents blames the branch, not the page.
- Branch details with the services each offers
- For every branch give the address, a landmark, working hours and which services run there, such as locker, forex or the loan desk. The profile on Google should say the same.
- Licence, deposit cover and grievance route
- Show the licence or registration the bank holds, the deposit insurance notice as your compliance team words it and the route for a complaint, up to the banking ombudsman.
- The language the branch customers speak
- Offer the key product pages in the local language, with the same figures as the English page. A regional or cooperative bank's customer reads the local script first.
- What happens after the customer applies
- Show the steps after an online enquiry: who calls, what is verified and what the customer signs. A clear path reduces the calls to ask where the application stands.
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 bank's site is managed centrally and a branch page cannot be added, so a calculator would have nowhere to sit.
- The eligibility rules are not decided, and a calculator that gives a wrong answer to an applicant is worse than none.
Before you decide
Agree the work. Know how to judge it.
Website design for banks: use these checks to prepare, choose the scope, and review what changes.
Bring the right evidence
List the pages that support a buying decision and the actions visitors must complete. Keep examples of failed forms, unclear product information, and questions your team answers repeatedly.
Make the scope clear
Agree the page list, content ownership, integrations, and who controls the domain and hosting. Include redirects and existing search traffic in a redesign brief, before changing addresses.
Check the work in use
Complete a real enquiry journey on a phone and a laptop. Check that the confirmation appears, the enquiry reaches the right person, and tracking records the action once.
Know when to change course
If visitors can enquire but the team does not follow up, start with the sales handover. A larger website will not resolve that delay.
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 website 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
Build scope agreement
Your requirements brief comes first, followed by a conversation. We agree the build scope, fee, and term in writing before work starts.
- 2
Access and content confirmation
We check available content, domain access, and hosting arrangements. You confirm missing material and whether preserving an existing site’s search standing requires a redesign scope.
- 3
Sitemap and design approval
You approve the page list, platform, and content responsibilities. Phone and desktop designs then go to you for approval before development.
- 4
Test-site content approval
The approved designs become working pages with real content. You review business details on the test site and approve the content before launch checks.
- 5
Launch approval
You approve the finished pages and launch checklist before the site goes live. Where an old site exists, its addresses are mapped to destinations you approve as part of this decision.
- 6
Live checks and access handover
After launch, we test the live enquiry routes and tracking, complete agreed corrections, and hand over documented account access and source files for your acceptance. Further improvements are distinguished from build corrections and scoped separately.
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.
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.
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.
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.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
How long does a project like this take?
Can our team manage rate updates themselves afterward?
Who in the bank should approve what goes on the website?
Should the loan page show our lowest rate?
How much does it cost?
How long is the contract?
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, adviser or insurer start with a name someone gave them, then check you before calling. See what they look for.
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.
6 min read · 29 Jan 2026Local search for a financial services office: profile, reviews and what you can sayHow a financial services office can set up its Google Business Profile, ask for reviews and reply to them without breaking client confidentiality.
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