Banks, credit unions, lenders, and payments and wealth platforms
Show your banking product without opening a real account.
DemoPage walks a prospect or customer through your online banking, lending, or payments product on a test account with made-up accounts. It narrates each screen, answers only from pages you approved, such as fee schedules and help articles, and hands the person to your team before identity checks, applications, money movement, or advice.
The trial needs only a work email, no card. Or get a narrated video of DemoPage walking your public website, emailed in about ten minutes. Questions first? Talk to us.
Harbor Business Banking demo
Waiting room
Chat
Harbor Business Banking
Company
Problem
Uses
Wants to see
Illustration. Harbor Business Banking is a sample product.
01What it walks
Four jobs, on your own screens.
Business banking demos
A finance lead asks to see bill pay or cash reporting and watches it on the test account, shaped to the tools they named.
Setup before the kickoff
New business customers see the setup path in order (users, approvals, alerts) on the test account before their first call.
How-to answers
“Where do I add an approver?” gets the matching help article and the screen, shown on the test account, not in their account.
Branch and call-center training
Staff practice a procedure on a training account. The guide shows each step, then they do it, and each step passes when the screen shows it.
02Guardrails
Your team keeps the decisions.
- Identity checks and account opening
- Moving money or changing limits
- Rates, fees, or terms that aren't on a page you picked
- Anything that sounds like advice
In any demo, DemoPage never
Pay for anything
Sign anyone up
Change your CRM
Make a phone call
Send an email
Use a visitor's own login
Open a page you didn't pick
Promise a discount
Every answer comes from a page you picked, with a link to it. Anything those pages don't answer goes to your team.
03What it needs
A browser, a practice account, and your pages.
A test account with made-up businesses and balances, and the pages that are allowed to answer: product pages, fee schedules, and help articles.
DemoPage's terms don't allow protected health information, payment card data, or government ID numbers in sandboxes or the pages you pick. Sandbox logins are stored encrypted and never shown in full.
In the visitor's language
The page, the spoken narration, and the answers, in 17 languages:
- English
- Spanish
- French
- German
- Italian
- Portuguese
- Russian
- Chinese
- Japanese
- Korean
- Hindi
- Bengali
- Gujarati
- Kannada
- Punjabi
- Telugu
- Urdu
04Questions
Financial services: what teams ask.
Can DemoPage open an account or move money?
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No. It never submits a payment, an application, or a signup. Identity checks, account opening, and money movement always go to your team.
Will it quote our rates and fees?
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Only a rate or fee that's on a page you picked, with a link to that page. A custom rate, a waiver, or a discount becomes a follow-up for your team.
Can we use real customer data?
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No. Demos run in a test account with made-up businesses and balances. DemoPage's terms don't allow payment card data or government ID numbers in sandboxes or the pages you pick.
Where is the data kept, and is there SSO?
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On Google Cloud in the United States, with sandbox logins encrypted (AES-256-GCM). A Data Processing Addendum is available where the law requires one. SSO and audit export are Scale features still in development.
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