First Foundation Investor Presentation Deck
Technology Driving Efficiencies and Enhancing Client Experience
Nationally recognized for our
investment to drive innovation
Traditional
Banking
Services
With the Same
Features as a
Fintech
8
●
8
...
Existing Strong
Foundation
Recent
Enhancements
Made / Planned
FIRST FOUNDATION
Copyright © 2023 First Foundation Inc. All Rights Reserved
●
WILD
.
CELENT
MODEL
BANK
✓Latest Fiserv Core Banking system: Precision
✓ Data warehouse / CRM - marketing and client data mining
✓ Deep integrations with loan origination systems and core
✓ Al automating workflows to drive efficiency
✓ Technology-enhanced compliance tracking
✓ Digital banking processes with open APIs
✓ Dedicated to the strictest security measures
Core Technology Tech
Driving Process Efficiencies
fiserv.
accutech
Key Partners
✓Peer-to-peer payments through Zelle®
✓ Digital signature capture for lending and deposit products
✓ Automated online deposit account opening and delivery
✓ Industry-leading commercial business banking online
✓ Automated account switching solution to move new
customer direct deposits and bill pay to bank
MX
Upgraded to Orion, state-of-the-art enterprise investment
software platform for wealth management clients
Deep integration between trust accounting and portfolio
management systems
New single family loan origination system
New commercial loan origination system upgrades
●
Client Experience Tech
Enhancing the Client Experience
.
ORION
ADVISOR TECH
Account aggregation across institutions
New mobile and desktop consumer banking applications
New client portal for wealth management clients
Rewards deposit accounts
Financial wellness scoring
10View entire presentation