Katharina Küng

Affluent

Individual · Client since 2018 · Zürich, ZH · KYC: Standard

Relationship manager

Andrea Roth

Mortgage Advisory · Zürich Paradeplatz

Cash

CHF 595k

Deposits

CHF 702k

Investments

CHF 0

Lending

CHF 0

Net flow 30d CHF 85k

Relationship summary

Synthetic banking data

Private client in the Affluent segment, with the bank since 2018 and based in Zürich. Total deposits CHF 702'400, investments CHF 0, lending CHF 0. Net flow over the last 30 days is CHF 84'900. No opportunity signals are currently open.

Accounts

Type	IBAN	Currency	Balance
Current	CH85 0076 5203 7176 7998 5	USD	CHF 595'000

Lending

Facility	Detail	Rate	Balance

Opportunities and signals

Type	Reason	Confidence	Value	Action
Risk	Model output on synthetic data — illustrative only.	41%	—	Credit deterioration

Recent transactions

Latest 12

Date	Description	Channel	Amount
2026-08-12	Swisscom	Card	CHF 8'529
2026-08-12	Migros	SEPA	CHF -1'665
2026-08-03	Apotheke Zentrum	SEPA	CHF -8'480
2026-07-27	Versicherung Zurich	SIC	CHF 2'279
2026-07-15	SteueramtUnusual	SEPA	CHF -8'455
2026-06-26	Restaurant Rebstock	Standing order	CHF -2'210

Interactions

Phone2026-03-20
Business account documentation updated.