Prelim

www.prelim.com

Prelim helps automate the business customer journey for top U.S. Banks. Our white-labeled, no-code platform helps financial institutions digitize the business customer journey from onboarding to servicing and improves the day-to-day roles of its employees’ as they review, process, underwrite and service customers. From onboarding business deposit customers to provisioning treasury services to originating business loans, Prelim provides a first-class customer experience that works on any device using digital automation. We are banking experts, design enthusiasts, and technology evangelists. Founded in 2017 by a former Goldman Sachs investment banker and an award winning software engineer, we are headquartered in San Francisco with satellite offices in Seattle, Boston, New York, and Los Angeles.

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Prelim helps automate the business customer journey for top U.S. Banks. Our white-labeled, no-code platform helps financial institutions digitize the business customer journey from onboarding to servicing and improves the day-to-day roles of its employees’ as they review, process, underwrite and service customers. From onboarding business deposit customers to provisioning treasury services to originating business loans, Prelim provides a first-class customer experience that works on any device using digital automation. We are banking experts, design enthusiasts, and technology evangelists. Founded in 2017 by a former Goldman Sachs investment banker and an award winning software engineer, we are headquartered in San Francisco with satellite offices in Seattle, Boston, New York, and Los Angeles.

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Country

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State

California

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City (Headquarters)

San Francisco

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Employees

11-50

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Founded

2017

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Co Founder and Chief Technology Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Marketing Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Vice President , Head of Banking Platform

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Vice President , Head of Banking Platform

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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