Case Study: First Foundation Bank achieves 75% process automation and 78% asset growth with Fiserv (The Vault BI & Service Delivery Framework)

First Foundation Bank leveraged integration and new technology to scale enterprise data access and automate banking processes

First Foundation Bank, a $6.3 billion asset institution focused on private wealth, personal and business banking, faced cumbersome, manual and siloed systems that could not scale for projected organic growth and acquisitions. To modernize workflows and support rapid onboarding of customers and staff, the bank partnered with Fiserv (alongside Microsoft, Nintex and others) to build a centralized BI and service delivery portal called The Vault, integrating Fiserv’s Precision core and related services.

Fiserv helped implement The Vault as an enterprise delivery framework that unifies case management, workflows, content and reporting across the bank. The Vault automated more than 75% of the highest‑volume processes, overhauled the intranet, repurposed about 15 staff to higher‑value work, and supported asset growth of 78% while headcount rose only 40%; many previously manual tasks (e.g., rate adjustments) now complete in hours instead of weeks. Fiserv’s core and content tools (Precision, Director, Performance Data Warehouse and Sentry) were central to these measurable efficiency and service‑quality gains.

First Foundation Bank