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Text Content

Prelim is now LIVE on the Fiserv AppMarket →
 * Solutions
   * Consumer Account Opening
   * Business Account Opening
 * Platform
   * Integrations
   * Updates
 * Academy
   * API Documentation
   * Learning Center
 * Resources
   * Blog
   * Support
   * Requests
   * Status
 * Company
   * About
   * Careers
   * Press

 * Book a Demo

Modern Deposit Account Opening
Powering banks with $5 trillion+ in assets
Increase speed-to-market, address compliance and risk, and improve the
experience for consumer and business account openings, loan originations, and
other financial customer onboardings with a modern no-code platform.
Talk to an expert


Business Account Opening
Learn more
Consumer Account Opening
Learn more
A fully omnichannel onboarding: online or in branch
Uniform customer experience
Prelim is used by banks to deliver an amazing customer experience on mobile,
tablet, laptop, desktop; online or in the branch.

Prelim enables bank customers to complete either individually or jointly, only
showing the relevant sections to each customer. Bankers are able to copilot the
customers experience, guiding the customers journey.

Tailored to your bank's imageTalk to an expert
Out of the box & configurable
Prelim’s launchpad enables the bank to use an out of the box customer
application, enabling the bank to go live in weeks, not years. Prelim’s platform
tailors customer journeys to the brand and image of the bank.

Prelim’s builder platform enables the changing of questions, sections, and
visual design without sacrificing speed to the market.

Ensures government and regulatory compliance
Compliant & future proof
Using the most modern fintechs integrations, Prelim delivers on KYC/KYB/AML in
realtime as part of the customer journey.

Prelim's partners; including Alloy, Middesk, Chexsystems, and LexisNexis, and
drop in integrations allow for the bank to not only be fully compliant and
digitally secure, but also for realtime decision making and account onboarding.
Read more
The $20M Growth Story: How a Regional Bank Attracted Deposits Without #1 Rates
2023-06-27 7:00pm
Clementine Kay Shao
Read more
The gap in banking that Google couldn’t fill
2023-01-13 9:00am
Chris Blaser
Read more
What is onboarding software?
2023-01-08 4:00pm
Heang Chan
Read more
See what Prelim can do for you
Prelim has already opened thousands of bank accounts digitally—join the club and
see what super-banking means for you.

Solutions
Business Account OpeningConsumer Account Opening
Platform
IntegrationsUpdatesRequestsStatus
Academy
API DocumentationLearning Center
Resources
SupportBlogCustomer Stories
Company
AboutCareersPress
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