Camila Bouchard
- Customer ID
- C-0024
- Gov ID #
- GOV-0024
- Segment
- private
- City
- Atherton
- camila.bouchard@example.com
- Phone
- +1-415-555-0024
- Customer since
Since you last looked
No new events since your last visit.
Health score · 79
Balance trend
Relationship breadth
Channel mix
Complaints
Cross-sell hints
12-month CD at 4.85%
$145,000 idle in checking · move some to a 4.85% CD.
CD renewal · 4.85% special
CD 6010-0014 matures soon · offer a renewal at the 4.85% promotional rate.
HELOC pre-approval
Recent large outflow in the timeline; surface a HELOC pre-approval offer.
Accounts (4)
- 6010-0012checking$145,000
- 6010-0013savings$390,000
- 6010-0014cd$850,000
- 6010-0019cd$600,000
Relationships (0)
No related customers on file.
Add note
Timeline (27)
- Login from mobile
- 6010-0012 · Payroll deposit$58000.00
- Login from branch
- 6010-0012 · Whole Foods-$2900.00
- 6010-0013 · Transfer in from checking$39000.00
- Login from web
- 6010-0012 · Rent-$43500.00
- 6010-0013 · Interest credit$390.00
- 6010-0014 · Quarterly interest$10625.00
- 6010-0019 · Quarterly interest$7500.00
- 6010-0012 · ACH transfer out-$14500.00
- 6010-0013 · Transfer out to checking-$19500.00
- in Wire transfer instructions
- 6010-0012 · Refund$4350.00
- 6010-0013 · Transfer in from checking$31200.00
- out Quarterly disclosure
- 6010-0014 · Quarterly interest$10625.00
- 6010-0019 · Quarterly interest$7500.00
- Branch: Confirmed phone number on file.
- 6010-0013 · Transfer in from checking$23400.00
- 6010-0014 · Quarterly interest$10625.00
- 6010-0019 · Quarterly interest$7500.00
- Sofia Reyes: Onboarded; welcome packet sent.
- 6010-0014 · Quarterly interest$10625.00
- 6010-0019 · Quarterly interest$7500.00
- 6010-0014 · CD opened$850000.00
- 6010-0019 · CD opened$600000.00