Prelim

Founded in 2017 and headquartered in San Francisco, Prelim provides account opening and maintenance software exclusively for banks and credit unions. We work with over 100 financial institutions across the United States.

Prelim delivers a comprehensive platform that powers online, in-branch, and mobile account opening for retail, business, and treasury services. Our solution provides real-time omni-channel capabilities, allowing customers to start applications on any device and complete them anywhere: online, mobile, or in-branch, without re-entering information.

Problems We Solve:
Speed: Open accounts in minutes instead of days, with real-time decisioning and instant access.
Convenience: Apply anytime, anywhere, on any device. No branch visit required unless desired.
Seamless Experience: Start an application on your phone and finish it in-branch, or vice versa, with all information saved and synced.
Reduced Friction: Pre-filled data, real-time validation, integrated identity verification, and immediate funding eliminate the typical hassles of account opening.
Modern Expectations: A consumer-grade digital experience that matches what members expect from leading technology companies, while maintaining bank-grade security.
Our flexible platform allows your institution to quickly adapt to member needs, adding products or updating workflows in hours rather than weeks.
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Contact:
Emily Sipes, Account Executive
220 Montgomery Street, Suite 195
San Francisco, CA 94104
502-553-3183

Deposit Accounts & Payments,Innovation & Fintech

Employees: 60
Year Started: 1900

Prelim

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