Clients
Daniel Meier
RetailIndividual · Client since 2006 · Bern, BE · KYC: Standard
Relationship manager
Jonas Weber
Business Banking · Lausanne
Cash
CHF 228k
Deposits
CHF 349k
Investments
CHF 0
Lending
CHF 843k
Net flow 30d CHF -26k
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2006 and based in Bern. Total deposits CHF 349'400, investments CHF 0, lending CHF 843'000. Net flow over the last 30 days is CHF -25'700, and a Variable mortgage of CHF 843'000 renews in 245 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH36 0076 2305 7891 4486 0 | CHF | CHF 114'200 |
| Savings | CH75 0076 5903 4672 4602 3 | CHF | CHF 121'100 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Variable · Mehrfamilienhaus, Bern · renews in 245 d | 2.61% | CHF 843'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-12 | Swisscom | SWIFT | CHF 6'196 |
| 2026-07-29 | Restaurant Rebstock | SWIFT | CHF -5'199 |
| 2026-07-27 | Baumarkt Jumbo | SEPA | CHF -8'345 |
| 2026-07-05 | Versicherung Zurich | SEPA | CHF -4'300 |
| 2026-07-04 | SBB Ticketing | Internal | CHF -3'730 |
| 2026-06-30 | Apotheke Zentrum | Internal | CHF 3'274 |
Interactions
- Advisory meeting2026-06-14
Pension planning consultation booked.
- Advisory meeting2025-10-26
Mortgage renewal options discussed by phone.
- Branch2025-09-09
Card limit increase requested.