BUNNY BASHAN EXPERIENCE COMPANY
Bank & Finance Events
Bengaluru
Bengaluru
Bank and Finance Event Checklist
A simple timeline to keep things calm. Tick items off as you go, or hand the whole list to us.
6 to 8 weeks before
- Define the goal: branch footfall, new accounts, product awareness, leads or client relationships
- Fix the date, venue and guest list, with approvals from your marketing and compliance teams
- Decide the product message and who will present it
- Agree the budget and the planner's role
3 to 4 weeks before
- Finalise the event format, stage and branch layout
- Share all invitations, banners and scripts with your compliance team for approval
- Plan registration, lead capture and the follow-up process
- Arrange permissions for community or campus events
1 week before
- Brief your officers and branch staff on their roles
- Confirm entertainers, food and hospitality
- Walk through the branch or venue with the planner
On the day
- Keep the sales desk visible and the queue short
- Capture visitor details with their consent
- Follow up with leads within 48 hours
Notes
bunnybash.in · connect@bunnybash.in · +91 77602 99299Free 30-min planning call: bunnybash.in/book