# DemoPage for financial services: 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.

For: Banks, credit unions, lenders, and payments and wealth platforms.

## What it walks

- **Business banking demos** ([Sales demos](https://demopage.io/use-cases/sales-demos.md)). 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** ([Onboarding](https://demopage.io/use-cases/onboarding.md)). New business customers see the setup path in order (users, approvals, alerts) on the test account before their first call.
- **How-to answers** ([Support](https://demopage.io/use-cases/support.md)). “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** ([Training](https://demopage.io/use-cases/training.md)). 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.

## What stays with your team

- 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 does these:
- 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

## What it needs

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. A live demo can run in 17 languages.

## An example

Product: Harbor Business Banking (a sample product)
- Company: Pinecrest Dental Group
- Problem: Invoices get approved by email and paid late.
- Uses: QuickBooks Online
- Wants to see: Bill pay with approvals

Stops:
1. Payables (/payables): Bills sync in from QuickBooks Online.
2. Approval rules (/settings/approvals): Two approvers above a limit you set.
3. Payment status (/payments): Each payment shows who approved it.

Visitor asks: "Do paid bills sync back to QuickBooks?"
Answer: Yes. The integrations page says paid bills are marked paid in QuickBooks Online the same day.
Handoff: Opening the account and pricing go to a banker.

## Questions

**Can DemoPage open an account or move money?**
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?**
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?**
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?**
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.

## Try it free

Start free at https://app.demopage.io/signup with a work email; the trial needs no card. Or the [AI Demo Video of Your Website](https://demopage.io/tools/ai-demo-video.md) records a narrated walkthrough of a public website and emails it to a work address on that website's domain, in about ten minutes. To talk to the team: https://demopage.io/early-access.