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September 12-14, 2022
The Marriott Marquis Times Square, New YorkNew York, NY



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. 

Headquartered in San Francisco, CA and founded in July 2017. Headcount 13. $3.8M raised to date. Raising Seed funding. 

Tags: Core banking, Customer engagement/acquisition, Digital transformation