Prelim simplifies the account opening process for banks and credit unions by offering omnichannel onboarding, customization, and real-time integrations with core banking systems. It ensures compliance and security while providing valuable analytics and insights to improve customer interactions.
Our partnership
Prelim’s technology automates the application process, as well as internal processes such as reviewing, processing, underwriting, and servicing. This accelerates account opening and simplifies complex back-office operations. Prelim integrates seamlessly with Phoenix APIs, and newly created accounts are reflected in the digital banking solution, ensuring a cohesive, user-friendly experience.
The company
Prelim made its Finovate debut at FinovateSpring 2022. At the conference, the San Francisco, California-based fintech demonstrated its white-labeled platform that helps banks build more than 100 financial apps and digital experiences for customers and members. Prelim’s clients use the platform to add deposit accounts, treasury services, credit cards and more to their offerings. Point-to-point integrations enable Prelim to orchestrate and automate KYC, KYB, and AML in real time.
