Regulated demo

See the regulated workflow demo.

Watch how HubSecure takes a client from first contact to audit-ready evidence in 7 minutes.

30 minPractical walkthrough, tailored to your use case.
1 workflowWe focus on a real process, not a generic tour.
No pressureClear fit check, next steps only if useful.

Pick the modules you want to see connected:

CRMSecure VaultService Desk Incident ManagementAML / KYCTask Management ShieldChatAccess ControlsMail GrowthAI OperatorAI Workflows

What we cover

  • Your current stack and where work breaks across tools
  • The HubSecure workspace model for CRM, vault, tasks and audit
  • Access control examples for sales, delivery, compliance and finance

What you leave with

  • A clear fit/no-fit view for your workflow
  • Suggested rollout path for your team size
  • Pricing guidance and next steps if HubSecure fits
Best demos are specific. Add the workflow, tools or compliance challenge you want to replace in the form and we will prepare the session around it.

Book your regulated demo

See how proof is created. Founding customers get 30% off base plans, priority onboarding, and roadmap influence. Tell us what you want to see and we will prepare the demo around that process.

No credit card required · Practical fit check · We never spam

The demo story

From lead to audit-ready client.

A complete regulated workflow in 7 minutes.

STEP 01

New client enters CRM

Client record created with contact details and classification.

✓ Record logged
→
STEP 02

AI enriches and summarizes

AI Operator fills in company data, risk indicators and suggested actions.

✓ AI action logged
→
STEP 03

AML/KYC workflow starts

Sentinel screens the client against sanctions, PEP and adverse media databases.

✓ Screening logged
→
STEP 04

Documents requested via Secure Room

Client receives encrypted room invitation to upload required documents.

✓ Request logged
→
STEP 05

Client uploads files

Documents uploaded to Vault with version tracking and access control.

✓ Upload logged
→
STEP 06

AI checks for completeness

AI Operator reviews documents and flags missing information.

✓ AI review logged
→
STEP 07

Advisor sends secure message

Encrypted communication through ShieldChat with full audit trail.

✓ Message logged
→
STEP 08

Task and approval created

Approval workflow triggered with assigned reviewers and deadline.

✓ Approval logged
→
STEP 09

Agreement signed

E-signature collected via Sign with cryptographic verification.

✓ Signature verified
→
STEP 10

Evidence Timeline generated

Complete audit trail automatically assembled. One-click export.

✓ Audit ready
→
RESULT

Compliance dashboard updates

Risk status, compliance metrics and client health all reflect the new onboarding.

✓ Dashboard live
Demo expectations

What the workflow demo should prove

Bring one real client process. The demo should show the client record, secure request, upload status, internal owner, permission boundary, AI assistance and audit evidence without jumping across disconnected tools.

Secure client portalSecure document collectionCompliance CRMAML/KYC workflowSEO checklist
Founding access

New product, honest path to trust

HubSecure is early in market. We are not using fake customer logos. The strongest next step is a private product-team workflow review where we map one real process, show what the product can replace and explain what design partners can shape.

Founding accessDesign partner programTemplatesUse casesRoadmap
Canonical hubs

Source-of-truth pages for this topic

These hub pages tell buyers and search engines how this page fits into the wider HubSecure information architecture.

secure client portalsecure document collectionprivate rollout
Recommended next step

Continue the evaluation path

The next page should move the buyer from information to comparison, workflow review, template use or private rollout readiness.

private rolloutworkflow reviewtemplates