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PrelimSoftware for banks to open bank accounts

At Prelim, we are on a mission to revolutionize the way financial institutions onboard new customers. We believe that the customer onboarding process should be fast, efficient, and user-friendly. As a member of our team, you will have the opportunity to work with cutting-edge technology and make a real impact on the financial industry. Our no-code platform allows banks and financial institutions to digitize their services, streamline account opening processes, and improve customer experience. By joining our team, you will be a part of a fast-paced, innovative, and dynamic work environment where you can learn and grow your skills. Our team is made up of a diverse group of individuals with a wide range of experience and expertise. We value collaboration, creativity, and a passion for problem-solving. As a member of our team, you will have the opportunity to work with experts in the field, and be challenged to think outside the box. In addition, we offer a comprehensive benefits package, flexible working hours, and a great work-life balance. We are constantly evolving and growing, and we are looking for talented individuals who share our vision and are excited to be a part of our journey. If you're passionate about fintech and want to be a part of a team that is making a real impact in the industry, then Prelim is the place for you.

2017-04-28
Active
Growth
S17
19
Fintech
United States of AmericaAmerica / CanadaRemoteFully Remote
Prelim screenshot
More About Prelim

Prelim: Digitizing Financial Customer Experience

Your all-in-one platform for financial originations

Key Features

  • Automate processing, reviewing, and decisioning
  • Onboard to existing core and loan origination systems
  • Omnichannel onboarding for banks and credit unions
  • Real-time, synchronous integrations
  • Pre-built library for application automation
  • Intuitive builder tools for customization
  • White-labeled solution with Prelim LaunchPad
  • Compliant with SOC 2 Type 1, SOC 2 Type 2, HIPAA, FCRA, and GLBA regulations

Use Cases

  • Consumer Account Opening
  • Business Account Opening
  • Extending offerings to include deposit accounts, treasury services, credit cards, and over 100 other financial products
  • Automating KYC/KYB/AML processes in real time

Pricing

Contact us to discuss pricing tailored to your institution's needs.

Teams

Prelim empowers your team with easy-to-use tools to update and configure system integrations, design, brand, products, workflows, and decisioning criteria, ensuring a first-class user experience.