New client expansion Recent client acquisitions with Stearns Bank and Vantage Bank Texas indicate active market momentum for Prelim’s onboarding and core integrations. Sales opportunities exist in targeting regional banks expanding their digital onboarding capabilities and seeking seamless identity verification and account issuance.

Core integration strengths Prelim’s demonstrated ability to integrate with core systems such as Finastra Phoenix and collaboration with partners like Abrigo and Fiserv highlight a proven value proposition for financial institutions requiring no-code or low-code onboarding solutions. Focus on banks seeking quick plug-and-play deployments to modernize deposit onboarding.

Awarded customer experience Industry recognition for a high-touch, award-winning onboarding experience can be leveraged to pursue banks prioritizing customer-centric digital journeys. Position Prelim as a differentiator for institutions aiming to balance automation with personalized service in consumer and small business onboarding.

Strategic partnerships Multiple partnerships with fintech and banking tech providers signal a network-driven growth path. Explore co-sell opportunities with partners like Fiserv and Finastra, and pursue alliances with regional banks looking to leverage pre-built integrations and fast time-to-value.

Market-ready platform A scalable omni-channel platform with a diverse tech stack and cloud-enabled onboarding positions Prelim to address digital and in-branch experiences. Target mid-market financial institutions that require flexible deployment, robust identity verification, and automation across the onboarding journey.