Prelim helps automate the business customer journey for top U.S. Banks. Our white-labeled, no-code platform helps financial institutions digitize the business customer journey from onboarding to servicing and improves the day-to-day roles of its employees’ as they review, process, underwrite and service customers. From onboarding business deposit customers to provisioning treasury services to originating business loans, Prelim provides a first-class customer experience that works on any device using digital automation. We are banking experts, design enthusiasts, and technology evangelists. Founded in 2017 by a former Goldman Sachs investment banker and an award winning software engineer, we are headquartered in San Francisco with satellite offices in Seattle, Boston, New York, and Los Angeles.
Fintech
SaaS
Automation
Banking
Overview
Company Mission
Prelim helps automate the business customer journey for top U.S. Banks. Our white-labeled, no-code platform helps financial institutions digitize the business customer journey from onboarding to servicing and improves the day-to-day roles of its employees’ as they review, process, underwrite and service customers. From onboarding business deposit customers to provisioning treasury services to originating business loans, Prelim provides a first-class customer experience that works on any device using digital automation. We are banking experts, design enthusiasts, and technology evangelists.
Employees36
Hq LocationSan Francisco
Company values
Prelim is a rapidly expanding, remote-only startup based in the U.S., with team members spread across the country. We're revolutionizing the way banks onboard customers, providing a seamless platform for both online and in-branch experiences. Our mission is to enhance access to banking, one financial institution at a time. If you're eager to shape the future of banking and thrive in a dynamic, fast-paced environment, we encourage you to apply.
Prelim currently has 5 jobs on Remoteville
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Recent Jobs
Remote Implementations Associate, Los Angeles, CA- Manage and configure no-code workflows for banks' customer experiences from onboarding to maintenance. Guide banks on best practices to optimize and integ...
Remote Software Engineer In Test, Los Angeles, CA- As the first Software Engineer In Test at Prelim, you will lead and manage the entire quality assurance lifecycle, from test planning to execution. You will d...
Remote Software Engineer In Test, Los Angeles, CA- Design develop and execute test plans and test cases. Identify document and track software defects. Collaborate with the development team to ensure quality t...
Remote Software Engineer In Test, San Francisco, CA- Design develop and execute test plans and test cases. Identify document and track software defects. Collaborate with the development team to ensure quality t...