Climate First Bank chooses Prelim to enhance the Digital Business Banking Experience
SAN FRANCISCO–(BUSINESS WIRE)–Prelim, a fintech provider that optimizes digital banking experiences for financial institutions, announced that Climate First Bank has selected its solution to enhance online banking experiences for its business account holders. Specifically, through Prelim’s flexible, low-code solution, the bank will be able to offer a streamlined, simplified digital account opening process for business owners.
Climate First Bank is a values-based community bank with a fundamental mission to address the climate crisis, offering personal and commercial banking services with a focus on environmental sustainability, including specialized “green” lending options for a range of opportunities from rooftop solar to renewable energy to building retrofits, charging electric cars, or even buying certified carbon offsets.
The institution leverages Prelim’s technology to help automate and streamline business onboarding and financing for mission-aligned projects, helping Climate First Bank create a high-quality digital experience for business owners to open accounts and manage funds online, avoiding many of the often tedious steps. of traditional commercial banking.
“At Climate First Bank, we are committed to providing financial services for businesses that go above and beyond to protect our planet,” said Marcio deOliveira, EVP, CTO and Chief Digital Banking Officer at Climate First Bank. “Working with Prelim allows our customers to experience a seamless account opening process that removes much of the hassle and inconvenience that can come with onboarding. Climate First Bank is excited to offer our customers a first-class experience from the very beginning of their relationship with us.”
About Climate First Bank
Climate First Bank is a value-based community bank that offers a complete, full-service portfolio of simple and user-friendly traditional banking products. These products are powered by high technology to meet the expectations of today’s consumers. In addition to offering standard banking services, the company places special emphasis on non-governmental organizations (NGOs) and businesses committed to sustainability. Eco-conscious customers will find dedicated loan options for solar cells (PV), energy renovation and infrastructure to help combat the climate crisis. For more information, visit climatefirstbank.com.
About Prelims
Prelim helps financial institutions digitize the customer journey from onboarding to service, and improves the employee journey by automating internal operations such as review, processing, underwriting and service. Prelims’ no-code, white-labeled platform, built by banking experts, provides a better customer experience through process automation for identity verification, issuing services from the core and much more. For more information, visit Prelim.com.
Contacts
[email protected]
