Battle Card: First Foundation Bank | Digital Banking & CRM

Do not index

🚀 Battle Card: First Foundation Bank

Quick trigger:

👤 Decision Maker in the News

Stuart Bernstein, Executive Vice President, Chief Banking Officer · 🔗 LinkedIn

💡 Why It Matters

New leadership from a former Santander exec signals a push on digital banking and high-net-worth client growth. → Source

🎯 Core Pain Point

Accelerating digital transformation across consumer, business & private banking channels

Building & retaining top banking talent to sustain growth & client engagement

💰 What to Pitch

Primary: Digital Banking Platform → Unified omnichannel experience for retail & private clients

Expansion: CRM & Talent Management Suite → Increase client retention & streamline high-net-worth onboarding

🗺️ Quick Context

HQ: Irvine, CA

Employees: ≈ 1,000

Rev: ≈ $200M

Website: firstfoundationinc.com

🤼 Competitive Intel

Which other vendors you’ll probably face to win First Foundation Bank’s business.

Fiserv — Core Banking / Digital Channels

Unique edge: Proven enterprise-scale core & online banking
Evaluated by CIO & Head of Digital for integration speed

Jack Henry — Core Banking / Digital Solutions

Unique edge: Modular API-first architecture
Evaluated by CTO & VP Ops for customization

Temenos — Cloud Digital Banking

Unique edge: Cloud-native, microservices-based
Evaluated by CTO & Head of Innovation for scalability

Salesforce — CRM for Private Banking

Unique edge: Advanced HNW relationship management
Evaluated by Head of Private Banking for client 360 view

Finastra — Lending & Treasury Platforms

Unique edge: Integrated lending & transaction banking
Evaluated by Head of Business Banking for product breadth

✅ Do-Now Checklist

Connect with Stuart Bernstein on LinkedIn (link above)

Reference the First Foundation Bank sales trigger in your call intro

Generate email + DM using the Copy-My-Prompt block (Step 7) – mention this First Foundation Bank sales trigger

Schedule follow-ups in CRM (Day 3 & Day 10)

Next Step

Leverage this First Foundation Bank sales trigger and win more pipeline—no fluff, all action. Subscribe to NewsletterForLeads

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑ ❑
OFFER_BRIEF   = ❑ ❑
PROOF_METRIC  = ❑ ❑
CTA_STYLE     = ❑ ❑
TONE          = ❑ ❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Stuart
COMPANY     = First Foundation Bank
DEPT        = banking
SIZE        = ≈ TBD
BOTTLENECK  = ≈ TBD
EVENT       = First Foundation Bank appoints Stuart Bernstein as Chief Banking Officer
DETAIL      = overseeing FFB’s consumer services, business banking, and private client strategy
PAIN        = ≈ TBD
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250811787182&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 1,000
REV_EST     = ≈ $200M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person banking

Stuart—noticed your banking team is ≈ TBD.

That’s when ≈ TBD slows growth.

We helped ≈ TBD fix this with ≈ TBD.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about overseeing FFB’s consumer services, business banking, and private client strategy — ≈ TBD.  
≈ TBD. ≈ TBD.  
Quick chat?

Battle Card: First Foundation Bank – Digital Playbook