Prelim
prelim.comDigital account opening for banks and credit unions
Finance & Fintechbankingdigital-onboardingaccount-openingno-codefintechcredit-unionsfinancial-institutions
About
Prelim is a digital onboarding and account opening platform designed for banks and credit unions. It provides a no-code UX builder, rules engine, document generation, and 50+ banking integrations to automate the full customer journey. Financial institutions can embed Prelim on their websites or use it internally to streamline account opening, maintenance, and treasury services.
Problem
Financial institutions struggle to efficiently open accounts and onboard customers without slow, manual paper-based processes.
For
Banks and credit unions looking to digitize account opening and customer onboarding
How it works
Prelim provides a configurable no-code platform with drag-and-drop tools, a rules engine, and core banking integrations that banks embed on their websites or use internally to automate the entire account opening and onboarding workflow.
Business model
freemium
Status
launched
Company
Prelim