Your next client
Appointment today at 2:30 PM
Checked in
ML
Maria Lopez
(415) 555-0148Account ending 1174
VIP client
Reason for visit
New account opening
Relationship
Client since 2022
Four years with Northwind
Preferred language
Spanish
Confirmed at booking
Last visit
March 2025
Card services
Accounts held
Checking, Auto loan
Two products
Documents already provided
Photo identification
Proof of address
Uploaded when the appointment was booked