InnovaforteBanking & Finance
PROTOTYPE

Helvetia Regional Bank (synthetic) — Synthetic demonstration data — no real customer information. All figures are generated for demonstration purposes.

Clients

Jonas Keller

Private

Individual · Client since 2022 · Solothurn, SO · KYC: Enhanced

Relationship manager

Lukas Marti

Private Clients · St. Gallen

Cash

CHF 3.99m

Deposits

CHF 4.72m

Investments

CHF 7.21m

Lending

CHF 0

Net flow 30d CHF 258k

Relationship summary

Synthetic banking data

Private client in the Private segment, with the bank since 2022 and based in Solothurn. Total deposits CHF 4'722'700, investments CHF 7'210'900, lending CHF 0. Net flow over the last 30 days is CHF 258'100. No opportunity signals are currently open.

Accounts

TypeIBANCurrencyBalance
CurrentCH42 0076 7883 2274 1901 6CHFCHF 3'989'600

Lending

FacilityDetailRateBalance

Portfolio

Asset classInstrumentValueYTD
BondsCHF Corporate BondsCHF 2'368'40010.1%
FundsCapital-Protected NoteCHF 4'842'50013.2%

Opportunities and signals

TypeReasonConfidenceValueAction

Recent transactions

Latest 12
DateDescriptionChannelAmount
2026-08-03Apotheke ZentrumSICCHF 277
2026-07-31Restaurant RebstockUnusualSEPACHF 8'967
2026-07-28Baumarkt JumboSICCHF -91
2026-07-07Krankenkasse HelvetiaSICCHF -3'979
2026-06-29GlobusStanding orderCHF -8'375
2026-06-22Krankenkasse HelvetiaSICCHF 5'761

Interactions

  • Email2026-02-01

    Portfolio performance review meeting.