Executive Overview
Helvetia Regional Bank (synthetic) — what happened across the institution over the last 30 days.
Net client flows (30d)
CHF 42.55m
Deposits less withdrawals across all segments
Priority opportunities
84
CHF 14.95m estimated value
Mortgage renewals ≤ 90d
46
Requiring relationship contact
Attrition signals
68
Clients with elevated churn indicators
Deposit inflows and outflows
Last 30 days, CHFMortgage renewal pipeline
Volume by windowToday's Intelligence
Curated signals requiring attentionHigh-value liquidity opportunity
Jura Precision GmbH holds CHF 4'804'100 in cash following recent inbound activity, well above the client's twelve-month average.
Investment advisory contact
Open clientHigh-value liquidity opportunity
Rhein Systems AG holds CHF 4'222'400 in cash following recent inbound activity, well above the client's twelve-month average.
Investment advisory contact
Open clientHigh-value liquidity opportunity
Jonas Keller holds CHF 3'989'600 in cash following recent inbound activity, well above the client's twelve-month average.
Investment advisory contact
Open clientHigh-value liquidity opportunity
Rahel Berger holds CHF 3'938'500 in cash following recent inbound activity, well above the client's twelve-month average.
Investment advisory contact
Open clientMortgage renewal approaching
Isabelle Meier — SARON mortgage of CHF 1'699'000 at 2.65% renews in 15 days (Mehrfamilienhaus, Chur).
Relationship manager contact
Open clientMortgage renewal approaching
Katharina Widmer — Variable mortgage of CHF 1'166'000 at 1.19% renews in 15 days (Eigentumswohnung, Chur).
Relationship manager contact
Open client