
11 - 50 employees
Founded 2017
💸 Finance
💳 Fintech
☁️ SaaS
Finance • Fintech • SaaS
Prelim is a company that provides advanced digital solutions for banks and credit unions. Its platform supports banks in building over 100 financial applications and enhances their offerings with omnichannel onboarding and real-time integrations. Prelim empowers financial institutions to offer a uniform customer experience across various financial products like deposit accounts and credit cards. Its white-labeled solutions align with the banks' brand identities, and its powerful tools allow institutions to automate processes and tailor customer journeys. The company ensures compliance and security with its SOC 2 certifications and partnerships with established security and compliance entities, making it an integral partner for banks managing over $5 trillion in assets.
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11 - 50 employees
Founded 2017
💸 Finance
💳 Fintech
☁️ SaaS
Finance • Fintech • SaaS
Prelim is a company that provides advanced digital solutions for banks and credit unions. Its platform supports banks in building over 100 financial applications and enhances their offerings with omnichannel onboarding and real-time integrations. Prelim empowers financial institutions to offer a uniform customer experience across various financial products like deposit accounts and credit cards. Its white-labeled solutions align with the banks' brand identities, and its powerful tools allow institutions to automate processes and tailor customer journeys. The company ensures compliance and security with its SOC 2 certifications and partnerships with established security and compliance entities, making it an integral partner for banks managing over $5 trillion in assets.
• Configure and customize banking workflows including account opening, onboarding, maintenance, and lending applications using our no-code platform • Build forms, set up integrations, and create business rules that meet specific regulatory and operational requirements • Lead client calls and manage multiple concurrent implementations with competing deadlines • Manage complex, high-impact projects that enhance essential banking services, including account onboarding, customer maintenance, treasury services, and lending processes • Serve as a trusted advisor to clients, helping them understand how to fully leverage Prelim's platform to streamline operations and drive measurable business outcomes • Provide strategic insights and feedback to product teams, contributing to ongoing platform improvements and innovation • Build and maintain strong relationships with banking executives and operations teams across multiple client organizations
• Strong problem-solving skills with meticulous attention to detail • Technical skills in a scripting language • Excellent communication abilities - you can explain technical concepts to non-technical stakeholders • Ability to manage multiple projects simultaneously and thrive under pressure • Quick learner who can master new technical concepts independently • Legally authorized to work in the United States and located within the continental United States
• Equity • Sponsored 401K • Parental leave • Fully paid health, vision, and dental insurance • Unlimited PTO • Remote work stipend • Life-style stipend • Twice-yearly company retreats
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