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Remote company profile

Prelim remote work and careers

Prelim is the modern no-code platform for banks, helping create better experiences for customers and bankers.

FintechSaaSAutomationBanking
Company overview

About Prelim

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.

Purpose

Mission and direction

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.

How they work

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.