Clients
Matthias Vogel
RetailIndividual · Client since 2005 · Thun, BE · KYC: Standard
Relationship manager
Fabian Perret
Corporate & Institutional · Lugano
Cash
CHF 18k
Deposits
CHF 55k
Investments
CHF 0
Lending
CHF 0
Net flow 30d CHF 31k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2005 and based in Thun. Total deposits CHF 55'200, investments CHF 0, lending CHF 0. Net flow over the last 30 days is CHF 31'200. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH19 0076 7977 8791 9350 2 | EUR | CHF 9'100 |
| Savings | CH51 0076 3405 1745 8697 5 | CHF | CHF 37'100 |
Lending
| Facility | Detail | Rate | Balance |
|---|
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Migros | SIC | CHF -2'203 |
| 2026-08-11 | Globus | Standing order | CHF 5'821 |
| 2026-07-14 | Coop Supermarkt | SIC | CHF -8'416 |
| 2026-07-02 | Immobilien Verwaltung AG | SIC | CHF -8'795 |
| 2026-07-01 | SBB Ticketing | Standing order | CHF -8'386 |
| 2026-06-27 | Immobilien Verwaltung AG | Card | CHF -5'671 |
Interactions
- Branch2026-03-21
E-banking support request — resolved.