Prelim

Prelim is a fintech software provider specializing in digital account opening, onboarding, and workflow automation for banks and credit unions. Founded in 2017 and headquartered in San Francisco, California, the company offers a white-labeled platform that digitizes consumer and business account opening, treasury services, and lending across digital and in-branch touchpoints. Prelim integrates directly into existing core banking engines to streamline background processing, KYC/AML verification, and back-office operations.