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Articles from Prelim

Lead Bank Taps Prelim to Modernize Digital Onboarding for Consumers and Businesses
Prelim, a Silicon Valley-based fintech known for its award-winning omnichannel onboarding solutions, is now working with Lead Bank, a Kansas City-based financial institution, to elevate its digital banking experience.
By Prelim · Via Business Wire · June 23, 2025
Vantage Bank Partners with Prelim to Elevate Digital Onboarding for Consumers and Businesses
Prelim, a Silicon Valley-based fintech leader renowned for its award-winning omnichannel onboarding solutions, has announced a strategic partnership with Vantage Bank, a $4.4 billion Texas-based community bank.
By Prelim · Via Business Wire · March 7, 2025
Prelim Announces its Integration with Q2’s Digital Banking Platform
Prelim, a provider of origination solutions for consumer and commercial deposit accounts, today announced its integration with Q2’s Digital Banking Platform, via the Q2 Partner Accelerator Program. Q2 Holdings, Inc. (NYSE: QTWO) is a leading provider of digital transformation solutions for financial services. Financial institutions can now use Prelim's deposit platform, which is integrated with Q2's Digital Banking Platform.
By Prelim · Via Business Wire · October 21, 2024
Prelim and IntraFi Partner to Simplify Reciprocal Deposit Account Onboarding
Bank customers will have an easier time signing up for reciprocal deposit services under a new partnership between Prelim and IntraFi®.
By Prelim · Via Business Wire · September 24, 2024
Prelim Technologies Selected for ICBA ThinkTECH
Prelim, an industry-leading Silicon Valley fintech renowned for its digital onboarding solutions for consumer and business deposit accounts, announced today its selection to the Independent Community Bankers of America®’s (ICBA) ThinkTECH Accelerator Program, which kicked off May 19 at the ICBA Center for Innovation in Atlanta.
By Prelim · Via Business Wire · May 20, 2024
Colony Bank Partners with Prelim to Elevate Digital Onboarding for Consumers and Businesses
Prelim, an industry-leading Silicon Valley fintech firm renowned for its digital onboarding solutions for consumer and business deposit accounts, is pleased to announce a strategic partnership with Colony Bank, a Georgia-based community bank committed to delivering exceptional banking solutions. This collaboration will enable Colony Bank to implement a new omnichannel onboarding process for both consumer and commercial deposits, marking a significant milestone in their digital transformation journey.
By Prelim · Via Business Wire · September 14, 2023
Climate First Bank Selects Prelim to Enhance Digital Business Banking Experience
Prelim, a fintech provider optimizing digital banking experiences for financial institutions, announced that Climate First Bank has selected its solution to enhance online banking experiences for its business account holders. Specifically, through Prelim’s flexible, low-code solution, the bank will be able to offer a streamlined, simplified digital account opening process for business owners.
By Prelim · Via Business Wire · August 31, 2022
Prelim Provides Enhanced Capabilities For Financial Institutions Through Seamless Integration With Fintech Providers
Recognizing the growing need for strong, streamlined connections to financial services for new customer and member onboarding, Prelim is leading the fintech space with another innovation. A fintech provider optimizing customer-driven banking experiences for financial institutions, Prelim announced the release of its platform’s new app store, which helps connect Prelim customers with leading fintech companies and systems.
By Prelim · Via Business Wire · May 25, 2022
Prelim Selected to Demo at FinovateSpring
Prelim, a leading fintech provider optimizing digital banking experiences for financial institutions, announced it has been selected to demo at the upcoming FinovateSpring 2022 in San Francisco. Returning to an in-person event, FinovateSpring 2022 features live demos and presentations from the latest innovative fintech solutions and leading industry experts.
By Prelim · Via Business Wire · May 9, 2022
Prelim Announces New Funding To Power the Future of Digital Banking Technology and Automation
Prelim, a leading fintech provider of optimized digital banking experiences for financial institutions, announced new funding through an affiliate of EJF Capital LLC (“EJF”), a global institutional alternative asset management firm. The transaction represents one of the first early-stage financial technology investments by EJF and is aimed to substantially support Prelim on the next stage of its growth journey.
By Prelim · Via Business Wire · March 17, 2022
Epos Now Taps Prelim to Augment Online Operations for Enhanced Digital POS Experience
Prelim, a fintech provider optimizing digital banking experiences for financial institutions, announced its newest partnership with Epos Now, a global software and payments technology company that specializes in digital Point of Sale systems (POS). Prelim’s flexible low code solution will allow Epos Now to offer an enhanced digital experience, simplifying financial services onboarding for small businesses around the world.
By Prelim · Via Business Wire · February 21, 2022
Climate First Bank Selects Prelim To Enhance Digital Business Banking Experience
Prelim, a fintech provider optimizing digital banking experiences for financial institutions, announced that Climate First Bank has selected its solution to provide access to business bank accounts and solar financing for its customers and partners. Specifically, through Prelim’s flexible, low-code solution, the bank will be able to offer an automated, simplified loan application that allows solar dealers and their customers to obtain access to financing from the bank. Moreover, customers will be able to open business accounts online within minutes.
By Prelim · Via Business Wire · December 7, 2021
Prelim Introduces Framework Enhancement to Quickly and Easily Connect Financial Institutions to Any Technology Company, Making Open Banking More Accessible
Prelim, a fintech provider optimizing digital banking experiences for financial institutions, has announced a proprietary framework technology that allows banks and credit unions to connect with any technology company, including core providers, through a single line of code.
By Prelim · Via Business Wire · August 31, 2021
Prelim Supports Treasury Origination and Management Services Through its No-Code/Low-Code Platform
With business owners seeking better banking experiences and resources to manage their financial assets and holdings, Prelim, a fintech provider that optimizes digital banking experiences for financial institutions, announced its easy-to-use, no-code/low-code platform includes enhanced capabilities to support treasury origination and management services.
By Prelim · Via Business Wire · June 15, 2021
Prelim Brings Power of Automation to Business Banking and SMB Lending Through Enhancements to its Embedded Fintech Platform
With the U.S. economy poised to rebound from the pandemic, small businesses need fast access to capital and to banking services. In response, Prelim, a fintech provider that optimizes digital banking experiences for financial institutions, has announced enhanced digital account opening (DAO) capabilities for business banking accounts and a Status Center tool that helps institutions better collect, centralize and access business customer data to generate pre-approvals and expedite SMB loan applications.
By Prelim · Via Business Wire · May 20, 2021