- Dedicated Relationship Managers: You will have a dedicated banker who understands your firm’s business and your firm’s needs
- Local Expertise: We have a growing team based in San Francisco that serves our California customers
- Responsive Service: Whether you have questions about IOLTA accounts, online banking features, or escrow accounts our team is always available to assist you.
Banking for California Law Firms
Personalized Service
IOLTA Accounts Built for Compliance and Convenience
- Strict Compliance: We ensure your IOLTA accounts adhere to all California State Bar regulations.
- No Fee Structure: Manage your clients funds easily with no fees for wires, ACH or positive pay
- Online Account Management: Convenient online access for easy monitoring and reporting on client funds.
Streamline Your Practice
- Cash Management Solutions: Simplify your operations with convenient online wire transfers, ACH transfers, and remote deposit capture, offered to you at no cost.
- Escrow Management Accounts: Simplify the management of client funds with a sub-account platform you control.
- Experience: We work with a range of firms, both large and small, and across practice areas.
Dedicated to Your Success
Phillip Donnici
VP - Relationship Manager - Specialized Deposit Group
Phillip joined HIFS in 2024.
Phil Donnici is a Vice President and Relationship Manager in our Specialized Deposit Group. Phil is part of our San Francisco team where he supports consumer and business deposit relationships. Phil is a Bay Area native but has also spent time in our Massachusetts market working and earning his MBA at Boston College. With over 15 years of experience working in banking, he brings great value to our team.
[email protected] 415-231-2758
Jacqueline Tsang
Cash Management Specialist
Jackie joined HIFS in 2024.
Jackie is a Cash Management Specialist in the Digital Banking Group serving business clients with their banking needs. Jackie is located in our San Francisco office and delivers exceptional service to our growing San Francisco client base.
[email protected] 781-783-1810Anastasia Mushtaev
Cash Management Specialist
Anastasia joined HIFS in 2024.
Anastasia is a Cash Management Specialist in the Digital Banking Group serving business clients with their onboarding and cash management needs. Anastasia is located in our San Francisco office and delivers exceptional service to our growing San Francisco client base and customers nationwide.
[email protected] 781-783-1793Client Success Stories
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