Prelim | Himalayas
PrelimPR

Prelim

Prelim offers a no-code, white-labeled platform for financial institutions to automate and digitize the entire customer lifecycle, from onboarding and account opening to servicing.

About Prelim

Prelim is a financial technology company specializing in automating and optimizing the customer journey for banks and financial institutions. Founded in 2017 and headquartered in San Francisco, California, Prelim offers a white-labeled, no-code platform designed to digitize a wide array of customer-facing processes. These include, but are not limited to, customer onboarding, account opening for both consumer and business clients, loan origination, and the provisioning of treasury services. The platform is engineered to enhance operational efficiency for bank employees as they review, process, underwrite, and service customers, ultimately aiming to deliver a first-class, device-agnostic customer experience through digital automation.

Prelim's core mission is to revolutionize how financial institutions interact with their customers by making banking technology simpler and more accessible. The company's platform allows for rapid deployment and customization, enabling financial institutions to go to market quickly with new digital services tailored to their specific brand and needs. It integrates seamlessly with existing core banking systems and various third-party services, facilitating real-time Know Your Customer (KYC), Know Your Business (KYB), and Anti-Money Laundering (AML) checks. By streamlining these complex processes, Prelim helps financial institutions improve efficiency, reduce manual data entry, ensure compliance, and enhance the overall customer experience. The company serves a range of financial institutions, from community banks to larger enterprises, assisting them in their digital transformation efforts and enabling them to compete more effectively in the evolving financial landscape. Prelim emphasizes a customer-centric approach, working closely with clients to understand their unique challenges and deliver solutions that drive growth and improve customer satisfaction.

FAQs

When was Prelim founded?
Prelim was founded in 2017.
Who is the CEO of Prelim?
The CEOs are Heang Chan, Chris Blaser.
What industries or markets does Prelim operate in?
Prelim operates in the following markets: Financial Technology (FinTech), Banking Technology, No Code Platforms, Loan Origination Software, Treasury Management Solutions, Enterprise Software, Digital Onboarding, Customer Experience Automation, Compliance Technology (RegTech), and Digital Transformation Services.
How many employees does Prelim have?
Prelim has 1-10 employees.
Where does Prelim have employees?
Prelim has employees in United States.
Is Prelim hiring?
Yes, Prelim has 3 open remote jobs.
Does Prelim support remote work or working from home?
Yes, Prelim is a remote-friendly company.
What employee benefits does Prelim offer?
Prelim provides 7 benefits to their employees.
Does Prelim offer a four-day work week?
No, Prelim does not offer a four-day work week.
Is Prelim transparent about salaries?
Yes, Prelim practices salary transparency, often including salary or compensation ranges in their job posts. They provide salary data for 2 roles.
What is Prelim's tech stack?
Prelim has 3 technologies in their tech stack.
What is Prelim's website?
Prelim's website is prelim.com.
Where can I find Prelim on social media?
You can find Prelim on LinkedIn and Twitter.

Employee benefits

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Health Insurance

Prelim offers full health, vision, and dental insurance.

Home office budget

New Prelimmers receive a stipend to get properly set up with the right equipment.

Unlimited PTO

In addition to nationally recognized holidays, Prelim offers unlimited paid time off.

Flexible working hours

We offer a comprehensive benefits package, flexible working hours, and a great work-life balance.

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3 remote jobs at Prelim

Explore the variety of open remote roles at Prelim, offering flexible work options across multiple disciplines and skill levels.

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