Prelim

Prelim is a Fintech startup that offers a modern no-code platform for banks, aiming to enhance customer and banker experiences in the financial industry. Founded in 2017 by a former Goldman Sachs investment banker and an award-winning software engineer, the company is based in San Francisco with additional offices in Seattle, Boston, New York, and Los Angeles. Prelim specializes in automating the business customer journey for top U.S. Banks, providing a white-labeled, no-code platform to digitize various aspects of the business customer journey from onboarding to servicing. The platform eliminates manual processes, improves employee roles, and ensures a first-class customer experience across all devices through digital automation. Their most recent milestone includes a $2.00M Venture Round investment led by EJF Capital on 17 March 2022. With a clear focus on the intersection of banking expertise, design, and technology, Prelim is well-positioned to make a significant impact in the financial services sector.