Founded in 2017 and headquartered in San Francisco, Prelim Inc. provides a software-as-a-service (SaaS) platform designed to help banks, credit unions, and other financial institutions digitize and automate their processes. The company's mission is to empower these institutions to create better customer experiences and improve operational efficiency. Prelim's no-code platform allows for the automation of the entire customer journey, from origination and onboarding to servicing, covering products like commercial banking, treasury management, and retail account opening.

Founded in

United States