Clients
Corinne Widmer
RetailIndividual · Client since 2021 · Lausanne, VD · KYC: Standard
Relationship manager
Olivia Rossi
Private Clients · Winterthur
Cash
CHF 159k
Deposits
CHF 214k
Investments
CHF 0
Lending
CHF 1.53m
Net flow 30d CHF -40k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2021 and based in Lausanne. Total deposits CHF 213'600, investments CHF 0, lending CHF 1'529'000. Net flow over the last 30 days is CHF -39'800, and a SARON mortgage of CHF 1'529'000 renews in 60 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH79 0076 7835 7621 5006 4 | CHF | CHF 79'700 |
| Custody | CH94 0076 7079 5928 9293 4 | CHF | CHF 0 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | SARON · Eigentumswohnung, Lausanne · renews in 60 d | 2.02% | CHF 1'529'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-06 | Pensionskasse | Standing order | CHF -1'418 |
| 2026-07-27 | Payroll — Employer | Card | CHF -1'433 |
| 2026-07-24 | Digitec Galaxus | Card | CHF -6'919 |
| 2026-07-24 | Payroll — Employer | SWIFT | CHF 3'973 |
| 2026-07-13 | Swisscom | Internal | CHF 8'447 |
| 2026-07-02 | Migros | Internal | CHF -1'985 |
Interactions
- Branch2026-07-10
Business account documentation updated.
- Email2025-07-04
Business account documentation updated.