Helena Kowalski
- Customer ID
- C-0009
- Gov ID #
- GOV-0009
- Segment
- business
- City
- Mountain View
- helena.kowalski@example.com
- Phone
- +1-415-555-0009
- Customer since
Since you last looked
- teller note.added
Health score · 80
Balance trend
Relationship breadth
Channel mix
Complaints
Cross-sell hints
12-month CD at 4.85%
$42,000 idle in checking · move some to a 4.85% CD.
HELOC pre-approval
Recent large outflow in the timeline; surface a HELOC pre-approval offer.
Accounts (2)
- 5520-0006checking$42,000
- 5520-0007loan$-80,000
Relationships (0)
No related customers on file.
Add note
Timeline (17)
- Login from mobile
- 5520-0006 · Payroll deposit$16800.00
- Login from branch
- 5520-0006 · Whole Foods-$840.00
- 5520-0007 · Scheduled payment$1600.00
- Login from web
- 5520-0006 · Rent-$12600.00
- 5520-0007 · Interest accrual-$400.00
- 5520-0006 · ACH transfer out-$4200.00
- 5520-0007 · Scheduled payment$1600.00
- in Wire transfer instructions
- 5520-0006 · Refund$1260.00
- 5520-0007 · Principal reduction$3200.00
- out Quarterly disclosure
- 5520-0007 · Scheduled payment$1600.00
- Branch: Reviewed interest rate on savings account.
- Helena Kowalski: Reviewed quarterly statement; no exceptions.