RIA FIRM

We’ll Get You There

INTRODUCING TREASURY MANAGEMENT SOLUTIONS

Our RIA firm expertise and relationships give us a unique understanding of your business and capital needs.  The Oak Street Funding® Treasury Management Solutions Team builds on this expertise and aligns First Financial Bank’s best-in-class and customizable Treasury Management solutions designed specifically for your business:

User-friendly Online Banking:  First Financial Bank’s straightforward portal allows you easy access to real-time transaction information, customized reports, and secure funds transfer abilities all in one place.

Customized Prior Day Reporting:  Our customized Prior Day Report, which includes all accounts and details for the previous day’s transactions, can easily be delivered via email each morning to multiple users.

Effective Payment and Collection Methods:  From automated payment originations to faster receivables processing, streamline your payments and receivables processes to effectively optimize your treasury operations.

Fraud Protection Services:  Our services provide protection that helps to monitor for suspicious transaction, detect fraud, safeguard your accounts and prevent security threats.

Positioned for Growth:  As your business grows, we have the technical knowledge, experience, capabilities, and infrastructure in place today to serve you tomorrow.

Whatever your business needs…

 

We’ll get you there.

 

For more information, call us at 844-357-9345.

 

Download our RIA Treasury Management Solutions data sheet.

FEATURED BLOGS

Can you ever get ahead of technology?

Colin Randall* is frustrated. His firm’s clearing partner just updated its software suite, and Colin discovered that the earlier version of Windows on three of the five computers in the firm’s office are incompatible. Terry, his friend who runs the local computer...

Are you creating a legacy or capital?

Are you creating a legacy or capital? As a longtime partner in your RIA firm, you’re proud of your professional expertise and what you’ve been able to accomplish. Whether you took the step of becoming a partner to have a bigger say in how your clients are served, to...

Are you ready for disruption and correction?

If you’ve been an RIA for any length of time, you know your clients well. The day after the Dow takes a 500-point dive, your phone is ringing off the hook as you walk into the office. She’s terrified. Does this mean she’s going to lose her life savings? Should he take...

How is your communications strategy?

In the ever-more-competitive financial services market, most RIAs are constantly looking for whatever will give them an edge over their competitors and keep clients from moving on. Some will share new insights others will add new lines of financial products, while...

Have questions? Talk with our experts for more information.