Features & Benefits
Omnichannel onboarding
Prelim delivers a superior and efficient digital banking experience by automating every step of the customer journey. Account opening takes just minutes, and new and existing customers can bank anytime, anywhere, and on any device. With Prelim’s white-labeled solution, the bank’s customers will enjoy a seamless experience without ever realizing they’re using Prelim’s platform.
One-click integrations
Using dozens of point-to-point integrations and applications, Prelim orchestrates and automates KYC/KYB/AML in real time and is tailored to each institution's risk and compliance needs. Prelim is built to sit atop a variety of core systems like Fiserv, FIS, Jack Henry, Finastra, and CSI to ensure the seamless onboarding of deposit accounts for new and existing customers.
Real-time, streamlined processes
Prelim gives bankers real-time access to all customer applications, enabling them to view and update information both in-branch and on the go. Coupled with a low-code backend, this allows employees to optimize their workflows and focus on nurturing customer relationships.
Products and Services
Prelim currently supports checking, savings, money market, CDs, FBO, and IOLTA accounts. Prelim also offers specialized business accounts including HOA checking, ICS, CDARS, asset management accounts, nonprofit checking, public funds checking, and international business checking. Learn more at Prelim.com.
Prelim’s Integration with Q2
The integration of Prelim and Q2 Online Banking allows for seamless deployment and a streamlined customer experience. Existing customers can prefill with ease without ever having to leave the bank’s website thanks to SSO, and new customers can be automatically enrolled and boarded to the bank’s core.