Introducing Prelim, the game-changer in digital banking! 🚀🔥 Watch our product video now and discover how we're revolutionizing the way banks and credit unions offer financial services online. 💼🎥 #DigitalBanking #Fintech #BankingInnovation
Prelim
Software Development
San Francisco, California 2,730 followers
Prelim is the modern no-code platform for banks, helping create better experiences for customers and bankers.
About us
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.
- Website
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https://prelim.com/
External link for Prelim
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- San Francisco, California
- Type
- Privately Held
- Founded
- 2017
Locations
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Primary
220 Montgomery St
San Francisco, California 94104, US
Employees at Prelim
Updates
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We're thrilled to announce our upcoming joint webinar with Fiserv! ✴️ 🌟 Join us to discover how top financial institutions are leveraging no-code platforms to create new experiences that drive growth, improve retention, and enhance customer experience. In this webinar, we'll dive into: 🔹 The basics of no-code – What no-code platforms are, how they work, and common misconceptions 🔹 Use cases – The biggest impacts of no-code in the banking tech stack today 🔹 What’s next – Future trends, including personalized experiences and AI's potential impact 🔹 Customer experience – How real-time, transparent, first-class onboarding enhances retention and competitiveness Our expert speakers: ✨ Heang Chan, CEO and Co-founder of Prelim ✨ Jon Burmeister, Client Solutions Consultant at Fiserv 📅 Don't miss out! Register now to secure your spot:https://lnkd.in/gqbvVKkJ #BankingInnovation #TechTrends #FutureOfBanking #Fintech #FinancialServices #AppMarket #FintechWebinar #IndustryInsights #BankingTech
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Meet Joshua Cole, one of our full stack engineers! 🚀 Josh is a brilliant mind in Electrical Engineering and Computer Science, with a degree from Massachusetts Institute of Technology. Before joining the Prelim team, Josh worked as a Product Engineer at Draft Kings and as a Robotics Engineer for a pharmaceutical manufacturing startup called Multiply Labs. At Prelim, Josh works hard to bring new features and improvements to our platform. He also takes care of technical issues and ensures that our customers are satisfied. When asked about what he loves most about his role at Prelim, Josh said that he enjoys working with a team that is motivated and autonomous. He takes pride in building something that has a positive impact on the world. Outside of work, Josh likes to stay active by running, playing basketball, and spending time outdoors. 🏃🏀🌲
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Prelim reposted this
3 weeks, 3 conferences. In the spirit of “work-life harmony,” I’ve had an incredible few weeks attending some of the most impactful conferences in the industry. ❇️ First up was FIS #FISEmerald in Orlando 🌏, where Daniel Heiner and I had the privilege of connecting with industry leaders and old friends. The insights shared and the energy in the room was awesome. ✴️ After a brief layover in NYC, I returned to Orlando for Fiserv Signature User Conference 🐭. This event was all about collaboration and trading best practices by users. What a fantastic opportunity to engage with some of the most engaged bankers that I’ve ever met! 🆎 The last leg of my conference tour took me to Abrigo #ThinkBig in Phoenix. 🥵🌵Here, Heang Chan and I reconnected with our channel partners and met with our mutual clients to affirm our commitment of working together to deliver best-in-class deposit and lending combo! While travels can be exhausting, they also remind me of why I love what I do – being surrounded by passionate, driven leaders who are dedicated to make impact and move the innovation needle together. I am grateful. “If you want to go fast, go alone. If you want to go far, go together” - African proverb #lovewhereyouwork #humidHeat #dryHeat #risingtide #thebestandthebrightest #levelup Prelim
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Building Connections. Driving Impact. The Prelim team is thrilled to sponsor Abrigo's #ThinkBIG2024, happening now until June 6th, in sunny Phoenix! 😎 We're proud to have Heang Chan, our CEO and co-founder, and Sam Kim, our Head of Banking, representing us at the event. Are you attending? Let us know in the comments, or reach out to one of our team members. We’ll see you in the Exhibit Hall! #ThinkBIG #PrelimSponsorship #Innovation #CommunityImpact #BankingIndustry #Leadership #Fintech
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Prelim reposted this
I don’t subscribe to the concept of “work-life balance”. Rather, I embrace “work-life harmony”, as the former suggests that work & life have competing, zero-sum interests, where the latter suggests more of a complimentary relationship. An important factor that allows me to live in my passion is the belief that I can trust and count on those around me to deliver good, good work, even through Jacky Chen’s “In-N-Out is so dry and mid” misjudgment. Wishing everyone a wonderful long weekend. #lovewhereyouwork #NYCLayover Prelim
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Our CEO, Heang Chan, and Head of Banking Platforms, Sam Kim, are excited to attend the Signature Conference in Orlando, FL! ✨ Find them at booth #217, ready to share how Prelim's no-code digital onboarding platform is transforming banking. 💡🚀 We are proud to be a Silver sponsor and look forward to connecting with you! Fiserv #SignatureConference #Prelim #NoCode #DigitalOnboarding #Fintech #BankingInnovation #Orlando
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Prelim reposted this
Thank you to all of our 2024 ThinkBIG Conference sponsors! If you're attending ThinkBIG next month, make sure to visit our sponsors in the Innovation Hall. We can't wait to see you there! https://lnkd.in/gMhUNFiJ charm solutions Qentelli Infogain Finastra Kinective Trepp, Inc.Derivative Path TruStage Encapture Mitek Systems Vertical IQ PortX AFR Services Prelim #ThinkBIG2024 #ThinkBIG24 #ThinkBIG
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Prelim is thrilled to be selected for ICBA ThinkTECH! 🚀 We’re partnering with industry leaders to enhance digital onboarding solutions for community banks nationwide. 🏦 “At Prelim, we’re dedicated to driving banking innovation with our top-tier onboarding technology,” said Heang Chan, CEO of Prelim. “This program offers us a unique platform to bring our solutions to more community banks, helping them thrive in today’s digital-first world.” Stay tuned for more updates on our journey! 🌟 #Fintech #CommunityBanking #ICBA #Innovation #PrelimTech https://lnkd.in/gEAxmDFz
Prelim Technologies Selected for ICBA ThinkTECH
businesswire.com
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Prelim reposted this
Announcement! Attending #FISEmerald in Kissimmee, Florida. Excited to connect with industry friends, leaders, and clients. Let's make the most of this opportunity! If you're attending too, let me know :) #ConferenceTime #NetworkingOpportunity FIS Prelim