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.
In today’s digital-first world, banks and credit unions must integrate digital treasury management services into their online platform, offering “convenient access to businesses’ online banking, wire transfers, remote deposit capture, bill pay, ACH payments and collections,” according to Business News Today. To meet these important needs, Prelim has designed its platform’s treasury origination and maintenance capabilities to automate the entire treasury management process, from origination to maintenance – delivering a fast, user-friendly experience for financial institutions and their business customers.
In addition, these features not only encompass signing documents, but also includes the capability to easily collect and store customer-sensitive bank data all while integrating with most legacy technology stacks to seamlessly import and export data.
“Financial institutions have an opportunity to provide their business customers with access to the services they need most, like treasury management,” said Heang Chan, CEO, Prelim. “That’s why we are pleased to offer these treasury origination and management features through our platform. Already in use at some for the largest banks across the nation, these capabilities of our embedded fintech platform help position financial institutions as the preferred banking partner with the solutions to all their business customers’ banking needs.”
Prelim helps financial institutions digitize the customer journey from onboarding to servicing while also improving the employee journey by streamlining and automating internal operations from reviewing to processing to underwriting to servicing. Built by banking experts, Prelim’s no-code, white-labeled platform delivers a better customer experience by automating the workflows and processes for financial institutions, from identity verification to issuing services from the core and so much more. For more information, visit Prelim.com.