Fatima Al-Mansoori
VIP CustomerCustomer ID: #CM78291045
Schedule Meeting with Elizabeth Morgan
Customer Since
June 2018
7 years
Risk Level
Low
Score: 92/100
Segment
Affluent
Priority Banking
Relationship Manager
Michael Chen
Last Contact: 3 days ago
Relationship Summary
Full Relationship Map
Banking Accounts
Premium Checking
Balance: $45,250
Last Transaction: May 22, 2025
Savings Account
Balance: $128,500
Interest Rate: 3.5% APY
Money Market
Balance: $313,500
Interest Rate: 4.2% APY
Investment Portfolios
Growth Portfolio
Value: $245,000
YTD Return: +12.8%
Income Portfolio
Value: $182,000
Dividend Yield: 4.1%
Credit Cards
Gold Rewards Card
Credit Limit: $25,000
Rewards Points: 45,280
Travel Elite Card
Credit Limit: $35,000
Miles Earned: 128,500
Loans
Home Equity Line
Balance: $156,800
Interest Rate: 5.25% APR
Insurance Opportunities
Recommended Products
- • Premium Life Insurance
- • Property Insurance
- • Investment Protection
Wealth Management Opportunities
Available Services
- • Estate Planning
- • Tax Advisory
- • Retirement Planning
Banking
3 Active Accounts
Banking Accounts
Premium Checking
Account ending in 4523
BHD 45,250
Savings Account
Account ending in 7891
BHD 128,500
Money Market
Account ending in 3456
BHD 313,500
Investments
2 Active Portfolios
Cards
2 Active Cards
Card Management
Your Cards
Gold Rewards
•••• 4523
Valid Thru
05/27
Card Holder
Fatima Al-Mansoori
Travel Elite
•••• 7891
Valid Thru
09/26
Card Holder
Fatima Al-Mansoori
Loans
1 Active Loan
Loan Management
Active Loans
Home Equity Line of Credit
Account #HELOC-7891
BHD 156,800
Current Balance
Interest Rate
5.25% APR
Credit Limit
BHD 200,000
Available Credit
BHD 43,200
Next Payment
BHD 1,250
Due June 15, 2025
Apply for a New Loan
Insurance
No Active Policies
Wealth Management
No Active Services
Financial Summary
Total Assets
BHD 183,750
Total Liabilities
BHD 59,100
Net Worth
BHD 124,650
Interaction History
Mobile App Login
Today, 09:45 AMCustomer logged into mobile banking app and checked account balances.
Call Center Interaction
Yesterday, 02:15 PMCustomer called regarding credit card limit increase. Request approved and processed.
Branch Visit
May 20, 2025, 10:30 AMCustomer visited Madison Ave branch for investment portfolio review with relationship manager.
Online Banking Session
May 18, 2025, 08:20 PMCustomer logged into online banking and made a wire transfer of BHD 4,725 to external account.
Quick Actions
New Message
Fatima Al-Mansoori
Customer ID: #CM78291045
Email: fatima.almansoori@email.com
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Based on Customer 360° Profile
Customer Profile
Create New Service Request
Active Requests
2 PendingCredit Limit Increase
Gold Rewards Card (...4523)
Address Update
All Accounts
Card Services
Manage card related requests
Card Management
Your Cards
Gold Rewards
•••• 4523
Valid Thru
05/27
Card Holder
Fatima Al-Mansoori
Travel Elite
•••• 7891
Valid Thru
09/26
Card Holder
Fatima Al-Mansoori
Request Card Service
Account Security
Update security settings
Account Security Settings
Profile Updates
Modify personal information
Support
Get help and assistance
Recent Requests
Debit Card Replacement
Completed on May 15, 2025
Statement Request
Completed on May 10, 2025
Mobile Banking Reset
Completed on May 5, 2025