Q2 Interactive Test Drive: Hands-on commercial banking demos for your prospects

Commercial prospects rarely commit to a digital banking platform they have only watched someone else click through. Q2 Interactive Test Drive gives each prospect credentialed access to a branded demo environment where they test the platform themselves before they sign.
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Customized demo experiences that match each prospect's needs

Swap the standardized run-through for a one-of-a-kind test drive that speaks to customers’ unique pain points and focus areas. Q2 Interactive Test Drive offers customized demo experiences to greatly improve your chances of winning new commercial accounts.

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How do you build a custom demo for each prospect?

Choose from our base-layer templates catered to business type, size, relevant features, and more—then build from there in a few simple steps with our shopping cart-like setup.

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How can prospects test real banking functionality before they buy?

Grant prospects credentials to access their personalized demo environment for a preselected timespan. Then, with the test accounts set up through your core, they can use real functionality, perform real transactions, and see their real potential.

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Track prospect engagement and manage demo environments

Gather insights on users and requirements to enable additional features, modify their template, or track leads—and more effectively manage engagements and prospective relationships.

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Every demo is branded to your online banking experience

All demos are branded to the look and feel of your online banking suite for a cohesive and realistic experience that leaves a lasting impression.

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Why banks and credit unions use Q2 Interactive Test Drive

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    Close more deals, drive more revenue

    Provide a demo that fuels interest and deepens relationships at a pivotal point in the decision-making process.

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    Streamline the sales process

    Reuse saved templates instead of rebuilding a demo environment for every prospect, so you can run more evaluations at once.

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    Swift deployment

    Get up and running with the tool in just a few weeks or less. We’ll help make it happen.

What impact does demo engagement have on close rates?

8–10x

Deals with high demo engagement close at 8–10x the rate of deals with lower demo engagement.

Source: Consensus 2025 B2B Buyer Behavior Report; analysis of 6M+ B2B buyer interactions

“After our second meeting, the prospective client was just blown away. They said, ‘We were going to go with one of the majors until we saw this demo. We never in a million years thought you would have all of this. We wanted to go with you because you’re local, and this is local money, but we just didn’t think you’d have everything we wanted.'”

Krista Snelling
President and CEO
West Coast Community Bank
Read story

FAQs

What is Q2 Interactive Test Drive?

Q2 Interactive Test Drive is a demo environment that lets a bank or credit union give commercial prospects hands-on access to its own digital banking experience before they sign. Each prospect receives credentials to a branded environment built from a template matched to their business type, size, and feature needs, and the environment stays open for a timespan the institution sets.

Can commercial prospects complete real transactions in the demo?

Yes. Test accounts are set up within Q2, so prospects use live platform functionality and run real transaction workflows rather than click through static screens.

How is each demo customized for an individual prospect?

Start from a base template built around business type, size, and relevant features, then add or remove capabilities in a few steps using a shopping cart style setup. You can also modify a prospect's template mid-engagement as their requirements become clearer.

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