Solutions  •  Why SimplifyIT?  •  Testimonials  •  Resources  •  Contact   
(only 5 minutes)
 

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  • How are outdated policies replaced or archived?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.

 
 
Related Pages
 
SharePoint AlternativeDynamic FormsBank Intranet SoftwareCredit Union Intranet SoftwareBank Help DeskCredit Union Help DeskU.S. Based Banking IntranetData-Secure Intranet for Banks & Credit Unions
 
✦ trusted in banking since 2004 ✦