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Prelim

Digital Account Opening for Banks & Credit Unions

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Prelim is a digital account opening and onboarding platform for banks and credit unions. It supports consumer, business, and commercial account opening across online, mobile, and in-branch channels, addressing the need to manage applications, verifications, documents, and funding in one workflow.

Its capabilities include in-branch onboarding, online account opening, account maintenance, document management, PDF generation, localization, analytics, reporting, and a form builder. Integrations cover core banking systems such as Fiserv, FIS, Jack Henry, Finastra, CSI, and Savana; verification and due diligence services including Alloy, ChexSystems, Equifax, Experian, TransUnion, LexisNexis, Persona, and Middesk; funding and account verification through Stripe, Authorize.Net, Finicity, MX, and Plaid; electronic signature via DocuSign; and online banking connections with Q2, Banno, and NCR Voyix / Candescent. The platform also supports custom approval chains, automated document generation, and configurable decisioning rules.

Prelim is intended for financial institutions that need to open and maintain accounts across digital and branch channels. The pages describe a demo-based engagement model rather than published plan tiers, editions, or seat-based pricing.

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