Prelim Funding & Investors

San Francisco, CA

Prelim helps automate the business customer journey for top U.S. Banks. Prelim's 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.