Prelim
Digital account opening for banks and credit unions
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.
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.
Banks and credit unions looking to digitize account opening and customer onboarding
Background.
- Status
- launched
- Business model
- freemium
- Company
- Prelim
Contact
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