Live client demo
Bank demo: working business software
A working finance, accounting & insurance application for a bank business, with 12 connected screens: Dashboard, Clients, Service Requests, Advisors, Billing, Leads Pipeline, Schedule, Stock & Supplies, Staff & Payroll, Customer Feedback, Reports, User Flow. Add records, change statuses, generate invoices and open reports - everything below is interactive.
Demo URL: demo.trainingtrains.com/demo/bank
Dashboard
Live overview of Prime Bank. Every figure updates as you add or change records in the other screens.
Service requests needing attention
- SER-1002 - Sophia DasReceived
- SER-1005 - Sanjay TaylorDocuments pending
- SER-1007 - Diya MartinezReceived
- SER-1011 - Sneha VermaReceived
- SER-1013 - Isha FernandesReceived
- SER-1015 - Sophia DasReceived
Recent activity
- Pooja Fernandes - Service request SER-1001 is completed2 min ago
- Sophia Das - Service request SER-1002 is received14 min ago
- Sophia Das - Service request SER-1003 is in progress38 min ago
- Karan Iyer - Service request SER-1004 is in progress1 hr ago
- Sanjay Taylor - Service request SER-1005 is documents pending2 hrs ago
- Chen Tan - Service request SER-1006 is cancelledYesterday
Business problems this demo solves
Problem
Service requests are taken by phone and diaries, so double-bookings and missed slots cost you money.
Training Trains solution
Service Requests gives one live schedule with status tracking for every service request.
Problem
Clients details live in scattered notebooks and chats.
Training Trains solution
Clients keeps a searchable record with contact details, history and status.
Problem
You cannot tell how busy each advisor is or who is free.
Training Trains solution
Advisors shows availability and daily workload so work is spread fairly.
Problem
Invoices are written by hand and payments are chased manually.
Training Trains solution
Billing creates tax-ready invoices from your price list and tracks what is paid or pending.
Problem
Enquiries from calls, WhatsApp and walk-ins are never followed up, so business quietly walks away.
Training Trains solution
Leads Pipeline tracks every enquiry from first contact to won, with source and value - and a won lead becomes a client automatically.
Problem
Monthly salaries are worked out in spreadsheets and stock runs out unnoticed.
Training Trains solution
Staff & Payroll calculates pay from attendance and runs payroll in one click; Stock & Supplies flags what to reorder.
What is inside this bank demo
- Dashboard - Live KPIs, charts and a needs-attention list.
- Clients - Searchable records you can add to, edit and delete.
- Service Requests - Searchable records you can add to, edit and delete.
- Advisors - Searchable records you can add to, edit and delete.
- Billing - Invoice builder with tax, discount and paid / pending tracking.
- Leads Pipeline - A drag-and-drop kanban of enquiries from first contact to won - winning a lead adds it to your customer list.
- Schedule - A week calendar of bookings with one-click status updates.
- Stock & Supplies - Searchable records you can add to, edit and delete.
- Staff & Payroll - Searchable records you can add to, edit and delete.
- Customer Feedback - Searchable records you can add to, edit and delete.
- Reports - Charts calculated from live data, with CSV export.
- User Flow - A step-by-step customer journey you can jump into.
All sample names, prices and figures are generated for illustration. Anything you add stays in your own browser - nothing is sent to us. This is a template; the real system is built around your actual business.
Want this for your bank business?
We tailor the screens, fields and reports to how your business really works, and launch it on your own domain.
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