Clients
Andrea Keller
RetailIndividual · Client since 2023 · Solothurn, SO · KYC: Enhanced
Relationship manager
Olivia Rossi
Private Clients · Winterthur
Cash
CHF 42k
Deposits
CHF 128k
Investments
CHF 0
Lending
CHF 417k
Net flow 30d CHF -900
Relationship summary
Synthetic banking dataPrivate client in the Retail segment, with the bank since 2023 and based in Solothurn. Total deposits CHF 128'400, investments CHF 0, lending CHF 417'000. Net flow over the last 30 days is CHF -900, and a Fixed mortgage of CHF 417'000 renews in 58 days. No opportunity signals are currently open.
Accounts
| Type | IBAN | Currency | Balance |
|---|---|---|---|
| Current | CH68 0076 6900 1645 5735 6 | CHF | CHF 41'700 |
Lending
| Facility | Detail | Rate | Balance |
|---|---|---|---|
| Mortgage | Fixed · Eigentumswohnung, Solothurn · renews in 58 d | 2.40% | CHF 417'000 |
Opportunities and signals
| Type | Reason | Confidence | Value | Action |
|---|
Recent transactions
Latest 12| Date | Description | Channel | Amount |
|---|---|---|---|
| 2026-08-11 | Digitec Galaxus | Card | CHF -2'062 |
| 2026-08-06 | Versicherung Zurich | SEPA | CHF 6'163 |
| 2026-08-04 | Payroll — Employer | SEPA | CHF -1'241 |
| 2026-07-22 | Apotheke Zentrum | Card | CHF 8'318 |
| 2026-06-23 | Apotheke Zentrum | SWIFT | CHF 4'407 |
| 2026-06-22 | GlobusUnusual | SWIFT | CHF -165'036 |
Interactions
- E-banking2025-12-07
Pension planning consultation booked.
- Branch2025-11-16
Business account documentation updated.