Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Demo for Banks & Credit Unions. Interactive product demos for banks, built for each member

AI Demo makes interactive product demos for banks and credit unions: a business owner or member asks to see a service, such as merchant services or cash management, and the AI builds a demo around what they asked from your approved material. Lisa presents it live, in their language, on a personal link valid 7 days.

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Demo · Presented live

Interactive product demos for banks: Lisa presents the demo page by page and answers questions, real Zanus AI screen

Presented live

Lisa greets the person by name and presents the demo page by page; a question by voice or text is answered from your knowledge.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Leave every fee and rate as to be discussed in the demos.”

Lisa“Fees and rates will show as to be discussed, for your banker to give in person. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Banks & Credit Unions use it

A restaurant owner asks the chat how merchant services work; the demo explains the steps from your material and books a business banker.

A nonprofit treasurer asks about cash management; the treasurer and two board members watch the same link on a meeting-room screen.

A family asks how the youth savings program works and watches a short explainer in Spanish before booking a branch visit.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Built from your pages, pictures and videos in minutes, a scripted show the prospect can interrupt at any moment
The prospect asks anything, live, in their language; the AI answers from your knowledge and jumps to the right scene
Draws diagrams and shows pictures on request, and talks about the image that is actually on screen
Access vetted before the link goes out (competitor check, verified e-mail); links live 7 days, reactivated on request
From inside the demo: request a ready-to-buy quote, book a call with sales, leave a message
Every question the demo could not answer is logged, your content backlog; a PDF hand-out the prospect keeps

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI Demo does, for every business ›

Works withAI Quoting AI Booking AI Follow-up

One demo each

Business banking presentations built for each business owner

Personal product explainers for members and business owners, written from what they asked.

Built around their words

The request keeps the person's own words, and the demo gives one page to each need they named, from merchant services to payroll deposits.

From your approved material only

Every page comes from your knowledge, pictures and videos; what the AI cannot ground is shown to you as missing, never invented.

Interrupt at any moment

The business owner cuts in by voice or types a question; Lisa answers from your knowledge, then goes on or jumps to the page it concerns.

The next step inside it

Book a call with a business banker or leave a message without leaving the demo, and keep the proposal book to share with a partner.

The personal link

A digital sales room for banks on one personal link

The AI demo for credit unions and banks keeps the explainer, the proposal and the next step in one place.

The proposal book

The first mail carries the proposal book as a PDF to forward to colleagues, with fees and rates left to be discussed when you choose.

Valid 7 days

The second mail carries the link to the show; an expired link lets the person ask for more time, and one click gives seven more days.

The recap at the end

When the demo ends the person receives a recap of every topic discussed, to share with the partner or board who decides with them.

Questions & answers

AI Demo for Banks & Credit Unions: questions & answers

What is an interactive demo for a bank?

A presentation the member or business owner takes part in instead of only watching. In AI Demo they can interrupt Lisa with a question, ask for a picture or a diagram, move to the next page, and book a call with a banker from inside the demo.

Does the demo quote fees or rates?

Only what you allow. A published rate from your rate sheet can show with its date, or you leave every fee and rate as to be discussed for your banker; a personal rate, an approval or who qualifies never appears in a demo.

What happens to a question the AI cannot answer?

It goes to the gap log, never a guess. When you answer it in the Knowledge, the person who asked receives the answer by e-mail, once, from the sender of their demo.

Who sees what the business owner watched?

Your team. Active links shows who opened the demo, how many pages they saw and the call they asked for, and Completed keeps the minutes watched, the questions and the recording of what was said.

Can a request be held before the demo is sent?

Yes. A free mail address, a website that could not be verified or a name on your list of competitors holds the request for your look; turn off automatic approval and every request waits for a person.

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