Prelim
Financial Software · California, United States · 11-50 Employees
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Overview
Headquarters
220 Montgomery St, San Francisco, Califo...Phone Number
(415) 636-6915Website
www.prelim.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About Prelim
Prelim helps financial institutions digitize the customer journey from onboarding to servicing while also improving the employee journey by streamlining and automating internal operations from reviewing to processing to underwriting to servicing. Built by banking experts, Prelim's no-code, white-labeled platform delivers a better customer experience by automating the workflows and processes for financial institutions, from identity verification to issuing services from the core and so much more.Explore more
Prelim Org Chart
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2017
Angel/Seed
$120M
Prelim Tech Stack
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Prelim has more open roles in Sales than it has had at any time in the past 6 months.
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Prelim News & Media
Vantage Bank Partners with Prelim to Elevate Digital Onboarding for Consumers and Businesses
SAN FRANCISCO--(BUSINESS WIRE)--Prelim, a Silicon Valley-based fintech leader renowned for its award-winning omnichannel onboarding solutions, has announced a strategic partnership with Vantage Bank, a $4.4 billion Texas-based community bank. Through this collaboration, Vantage Bank will implement Prelim’s cutting-edge onboarding platform, streamlining the account opening process for consumers, small businesses, and commercial clients. This digital-first solution will replace the bank’s legacyPrelim Announces its Integration with Q2’s Digital Banking Platform
SAN FRANCISCO--(BUSINESS WIRE)--Prelim, a provider of origination solutions for consumer and commercial deposit accounts, today announced its integration with Q2’s Digital Banking Platform, via the Q2 Partner Accelerator Program. Q2 Holdings, Inc. (NYSE: QTWO) is a leading provider of digital transformation solutions for financial services. Financial institutions can now use Prelim's deposit platform, which is integrated with Q2's Digital Banking Platform. As part of the Q2 Partner AcceleratorPrelim and IntraFi Partner to Simplify Reciprocal Deposit Account Onboarding
SAN FRANCISCO--(BUSINESS WIRE)--Bank customers will have an easier time signing up for reciprocal deposit services under a new partnership between Prelim and IntraFi®. IntraFi, the inventor of reciprocal deposits, provides services that enable banks to offer their customers access to millions of dollars in aggregate FDIC insurance across its more than 3,000 network banks. Prelim is a fintech renowned for its digital onboarding solutions for consumer and business accounts. The partnership betweePrelim Technologies Selected for ICBA ThinkTECH
SAN FRANCISCO--(BUSINESS WIRE)--Prelim, an industry-leading Silicon Valley fintech renowned for its digital onboarding solutions for consumer and business deposit accounts, announced today its selection to the Independent Community Bankers of America®’s (ICBA) ThinkTECH Accelerator Program, which kicked off May 19 at the ICBA Center for Innovation in Atlanta. Since its inception, the ICBA ThinkTECH Accelerator program has connected the most innovative, cutting-edge fintech companies in the worl
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Prelim helps financial institutions digitize the customer journey from onboarding to servicing while also improving the employee journey by streamlining and automating internal operations from reviewing to processing to underwriting to servicing. Built by banking experts, Prelim's no-code, white-labeled platform delivers a better customer experienc... Read More
