Clients
Urs Weber
RetailIndividual · Client since 2021 · Luzern, LU · KYC: Standard
Relationship manager
Marina Müller
Private Clients · Lausanne
Cash
CHF 19k
Deposits
CHF 71k
Investments
CHF 0
Lending
CHF 2.23m
Net flow 30d CHF 21k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2021 and based in Luzern. Total deposits CHF 70'500, investments CHF 0, lending CHF 2'226'000. Net flow over the last 30 days is CHF 21'400, and a SARON mortgage of CHF 2'226'000 renews in 54 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH69 0076 8143 6862 7430 7 | USD | CHF 18'600 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | SARON · Einfamilienhaus, Luzern · renews in 54 d | 2.07% | CHF 2'226'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|---|---|---|---|
| Risk | Model output on synthetic data — illustrative only. | 60% | — | Attrition propensity |
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-08 | Krankenkasse Helvetia | SEPA | CHF -1'381 |
| 2026-07-14 | Payroll — Employer | SEPA | CHF -7'030 |
| 2026-07-13 | SBB Ticketing | SEPA | CHF -5'197 |
| 2026-07-12 | Steueramt | SIC | CHF -6'385 |
| 2026-06-15 | Globus | Card | CHF -444 |
| 2026-06-14 | Payroll — Employer | SEPA | CHF 729 |
Interactions
- Advisory meeting2026-07-17
Mortgage renewal options discussed by phone.
- Branch2026-05-11
Portfolio performance review meeting.
- Phone2026-04-14
E-banking support request — resolved.