Prelim

Founded by Christopher Blaser & Heang Chan & Sean Li in 2017

Open bank accounts digitally for consumers and businesses across all channels

Pricing model

Demo

Rating

★ People love it

Time to value

Long Setup (> 1 day)

You can use Prelim to digitize the account opening process at banks and credit unions. It handles consumer, business, and commercial account onboarding online, on mobile, and in-branch. Bankers can configure approval workflows, automate document generation, and set decisioning rules. Prelim connects in real time with 50+ core banking systems like FIS, Fiserv, and Jack Henry, and supports identity verification, e-signatures, instant funding, and account maintenance tasks like address changes and product conversions.

What Prelim does

Open consumer or business bank accounts digitally across online and in-branch channelsConfigure multi-step approval workflows for account applicationsVerify customer identity using credit bureaus and watchlist screeningCollect initial deposits via ACH, credit card, or debit card at account openingProcess account maintenance requests like product conversions and signer changesSync new account data in real time with core banking systemsGenerate and collect e-signatures on account documentsEnroll new customers in online banking automatically after account openingReal-time two-way integration with major core banking systems like FIS, Fiserv, and Jack HenryConfigurable workflow builder for custom approval chains and decisioning rulesSupports online, mobile, and in-branch account opening from a single systemAccount maintenance tools for address changes, product conversions, debit card orders, and moreBuilt-in identity verification through ChexSystems, LexisNexis, Equifax, Experian, and TransUnionInstant funding support via Plaid, MX, Stripe, and Authorize.NetE-signature support through DocuSign integrationAutomated document generation during the application process

Pricing breakdown

Pricing model: Book a demo

Tutorials & Demos

Frequently asked

Jack Henry Plaid

Salesforce Stripe

Want a tailored answer?

See whether Prelim fits your stack.

Techbible weighs Prelim against what you already pay for, your team shape, and the work that's actually happening. Free to start.

Side by side

Compare Prelim

Search the catalog or pick a similar tool to compare pricing, features, and fit.

Or pick from similar tools

More in Financial Management

All tools →

Strabo

Manage all your finances in one place.

Airbase

Manage company payroll and non-payroll spending in one system

Approval AI

Automate mortgage rate shopping and application processes with AI-driven precision.

Aspire

Multi currency business account, for start-ups & SMEs, to manage your company spends & expenses, accounts receivables & payables, invoices, bills, corporate cards & cross-border payments.

Ava

Improves your credit score and saves you thousands.

Bench

Bookkeeping and tax advisory platform.

Billshark

Negotiate and reduce recurring business expenses to optimize operational costs.

Cardda

All-in-one spend management for businesses in Latin America.