Climate First Bank Selects Prelim to Enhance Digital Business Banking Experience

Prelim, a fintech provider optimizing 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.

A values-based community bank with a founding mission of addressing climate crisis, Climate First Bank provides personal and commercial banking services with a focus on environmental sustainability, including specialized “green” loan options for a variety of opportunities from rooftop solar to renewable energy to building retrofits, EV charging, or even purchasing certified carbon offsets.

The institution leverages Prelim’s technology to help automate and streamline business onboarding and financing for projects aligned with its mission, 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 business 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 removing much of the hassle and inconvenience that can come with onboarding. Climate First Bank is excited to offer our customers a first-rate experience right from the start of our relationship with us.”