Prelim is an all-in-one platform that helps community banks digitize and streamline onboarding for consumer and business accounts, treasury, and lending—both online and in-branch.
Problem: Onboarding is a crucial step in a community bank’s growth. It shapes everything from the speed of deposits to fraud detection, and directly influences the customer experience. Unfortunately, many community banks are held back by outdated technology and manual processes that slow down digital onboarding, leading to inefficiencies, errors, long support tickets, and security risks. As banks strive to modernize and expand their services, they face the challenge of upgrading their digital capabilities while preserving the personalized service their customers value. Without the right tools, staying competitive in today’s fast-paced, tech-driven market becomes increasingly difficult.
Solution: Prelim empowers community banks to enhance digital onboarding for both consumer and business accounts, treasury management, and lending services—online and in-branch. Our platform integrates seamlessly with existing systems and offers an intuitive, highly configurable interface that simplifies the customization of workflows. This ease of use enables banks to automate processes, reduce manual effort, and rapidly scale services—all without the need for extensive IT resources or complex overhauls.
Results: Prelim drives growth by improving operational efficiency, reducing errors, and enhancing security. Banks can scale services faster, lower costs, and allocate resources more effectively. With Prelim, banks improve customer satisfaction and onboarding speed, while maintaining a competitive edge in the digital-first banking environment.
https://prelim.com/