Clients
Jura Medtech Holding AG
CorporateCompany · Client since 2001 · Genève, GE · KYC: Standard
Relationship manager
Marina Roth
Business Banking · Lugano
Cash
CHF 3.30m
Deposits
CHF 6.01m
Investments
CHF 0
Lending
CHF 4.37m
Net flow 30d CHF -921k
Relationship summary
Synthetic banking dataBusiness client in the Corporate segment, with the bank since 2001 and based in Genève. Total deposits CHF 6'012'400, investments CHF 0, lending CHF 4'369'000. Net flow over the last 30 days is CHF -921'300. 1 opportunity signal is currently open.
- Potential churn
- CHF 316'000 · Retention conversation
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Business | CH21 0076 9539 7566 9600 5 | CHF | CHF 1'100'700 |
| Business | CH79 0076 8772 2019 3810 2 | CHF | CHF 1'100'700 |
| Business | CH93 0076 2618 5494 7000 1 | CHF | CHF 1'100'700 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Loan | Equipment financing · 54 months remaining | 2.40% | CHF 4'369'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| Potential churn | CHF 527'000 transferred to an external institution over six weeks. | 88% | CHF 316k | Retention conversation |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-10 | Globus | Card | CHF -6'264 |
| 2026-08-03 | Steueramt | Standing order | CHF -8'855 |
| 2026-07-30 | Versicherung Zurich | Internal | CHF 2'356 |
| 2026-07-23 | Globus | SIC | CHF -5'787 |
| 2026-07-01 | Apotheke ZentrumUnusual | Standing order | CHF 302'722 |
| 2026-06-28 | SBB Ticketing | Standing order | CHF -2'604 |
Interactions
- Branch2025-08-17
Pension planning consultation booked.