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Daniel Heiner

Sr. Account Executive at Prelim.

Daniel Heiner is a Sr. Account Executive at Prelim, a company that helps financial institutions digitize their customer experience.4 He is an experienced Enterprise Sales Executive skilled in sales and customer relationship management.3 Daniel has a broad base of cross-industry experience and focuses on value and process improvement.2 He received his education from Brigham Young University.3 Prelim, where Daniel works, is a financial technology company founded in 2017 that provides a white-labeled, no-code platform to help banks and credit unions automate and streamline their business customer journey, from onboarding to servicing.1

Highlights

Jan 3 · linkedin

The CFPB pushes on and 1071 regulations are here to stay. Learn the latest below. Abrigo, just like the incredible preparation that created a highly successful PPP solution, is once again focused on ensuring our existing and new clients can leverage a highly effective and compliant 1071 solution. Hopefully we can assist in ensuring your institution is ready to go!

Sep 22 · linkedin

I'm somewhat amazed at the events and speakers we continue to line up. For anyone who hasn't yet attended a Qualtrics event, this one should offer a lot of very interesting content and it's FREE.

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Daniel Heiner
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Location

Provo, Utah, United States