Prelim Account Opening
Provider Prelimprelim.com$4M disclosed funding · Seed
Founded 2017
Sells To Enterprise
Pricing Model Recurring
Ownership Venture-backed
Prelim Account Opening provides digital account opening and onboarding for banks and credit unions.
Prelim Account Opening is digital onboarding software for banks and credit unions. It covers consumer and business account opening with no-code workflow tools and integrations with banking systems.
Institutions use the product to shorten onboarding times and adjust journeys without code changes. The software supports deposit and small business applications with compliance controls.
| Attribute | Prelim Account Opening | Digital Account Opening | |
|---|---|---|---|
| Provider | |||
| Founded | 2017 | 2021 | |
| Sells To | Enterprise | B2B | |
| Pricing Model | Recurring | Subscription | |
| Ownership | Venture-backed | — |
Provider Prelimprelim.com$4M disclosed funding · Seed
Founded 2017
Sells To Enterprise
Pricing Model Recurring
Ownership Venture-backed
Provider 
Founded 2021
Sells To B2B
Pricing Model Subscription
Ownership —

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Narmi Account Opening provides digital account opening inside Narmi's digital banking platform for financial institutions.
MANTL Consumer Deposit Origination provides online account opening software for community banks and credit unions.
Swaystack Retail Onboard guides new account holders through activation steps for banks and credit unions.

Banking platform that connects small-business financial accounts to deliver cash flow and identity insights.

Marquis Digital Communication runs automated onboarding and marketing campaigns for banks and credit unions.

Temenos Open Banking gives financial institutions secure, API-driven data sharing and payment initiation.
MANTL Loan Origination provides digital loan origination software for banks and credit unions.
The nCino Bank Operating System is a cloud platform automating commercial lending, deposit origination, and portfolio management for banks.

Plaid Link is a client-side connection component enabling users to securely link bank accounts.

Banker-facing analytics that turn small-business accounting data into deposit, lending, and treasury opportunity signals with next-best-action prompts.

Plaid connects applications to consumer and business financial account data. The product serves business customers through a hosted software platform.

Embedded payments, invoicing, and financial tools that banks offer to their small-business customers.

Plaid provides bank data connectivity APIs for lending and underwriting workflows.

Instant Link gives lenders permissioned cash flow insights without repeat bank logins.
