What to Expect From an Intranet Demo (If You're a Bank or Credit Union)
By SimplifyIT | Published
Most Demos Are Just Sales Pitches
If you've ever sat through a software demo that felt like a YouTube ad, you're not alone. For banks and credit unions, a real intranet demo should be specific, functional, and tailored to how your institution actually operates.
What a Real Intranet Demo Should Cover
- How policies are stored and accessed - including version control and acknowledgments
- Search functionality - especially across documents, forms, and procedures
- Role-based access - so branches only see what applies to them
- Audit support - logs of who viewed what, and when
- Mobile access - especially for staff not tied to a desk
Questions You Should Be Asking
Don't just watch the demo - steer it. Here are smart questions to ask:
- Can we restrict views by department or branch?
- How are outdated policies replaced or archived?
- How does it handle multiple authors or policy owners?
- Can I see how acknowledgments are tracked and reported?
- What does the search bar really search - titles only, or inside docs too?
If the Demo Isn't Tailored, Walk Away
A vendor who understands financial institutions will ask about your structure, your compliance needs, and your goals. If you're just watching generic features, they're showing you software - not solutions.
Let Us Show You the Right Way
We don't do cookie-cutter demos. We walk through what you need to see. Request a demo and let's talk about what your intranet should actually do. Or watch the short video overview.
