Olivia Egger

Retail

Individual · Client since 2023 · Luzern, LU · KYC: Standard

Relationship manager

Werner Lehmann

Retail & Affluent · St. Gallen

Cash

CHF 63k

Deposits

CHF 128k

Investments

CHF 0

Lending

CHF 0

Net flow 30d CHF 37k

Relationship summary

Synthetic banking data

Private client in the Retail segment, with the bank since 2023 and based in Luzern. Total deposits CHF 128'300, investments CHF 0, lending CHF 0. Net flow over the last 30 days is CHF 37'200. 1 opportunity signal is currently open.

Mortgage renewal: CHF 317'500 · Relationship manager contact

Accounts

Type	IBAN	Currency	Balance
Current	CH22 0076 2467 8115 3667 3	CHF	CHF 63'100

Lending

Facility	Detail	Rate	Balance

Opportunities and signals

Type	Reason	Confidence	Value	Action
Mortgage renewal	Mortgage balance of CHF 440'000 approaching renewal.	82%	CHF 318k	Relationship manager contact

Recent transactions

Latest 12

Date	Description	Channel	Amount
2026-07-28	SBB Ticketing	SEPA	CHF 1'761
2026-07-18	Digitec Galaxus	SEPA	CHF -3'048
2026-07-17	Migros	Card	CHF 1'986
2026-07-09	Globus	Card	CHF -6'448
2026-07-08	Swisscom	Standing order	CHF 6'499
2026-07-04	Steueramt	Standing order	CHF -8'391

Interactions

Branch2026-08-09
Pension planning consultation booked.
E-banking2026-06-19
Annual relationship review completed.