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.