Filed March 3, 2026

Serial No. 79450631

Examining Attorney NICHOLAS C MOULTON

Class Artificial intelligence software for use in the provision of financial services and advice; chatbot [downloadable software for simulating conversations]; communication software; computer databases; computer search engine software; computer software applications for use with artificial intelligence for business management and reporting purposes, including practice management, document management, project management, workflow automation, and real-time compliance monitoring; computer software applications for use with artificial intelligence for aggregating and analysing anonymised client data to provide market intelligence; computer software for analysing, processing and producing data; database management software; downloadable electronic publications; downloadable software, mobile applications and artificial intelligence software for business management and reporting purposes, including practice management, document management, project management, workflow automation, and real-time compliance monitoring; downloadable software, mobile applications and artificial intelligence software for transcription, analysis, and summarisation of phonecalls and meetings; intelligent personal assistant [IPA] software; intelligent virtual assistant [IVA] software; personal digital assistants; language recognition and transcription software; recorded artificial intelligence and machine learning software for business intelligence and data analytics; voice recognition and dictation software; artificial intelligence software for providing cognitive partnership and augmented judgment through proactive insights, predictive analytics, and business intelligence; all of the aforesaid for use in providing financial services and advice.; 021; 023; 026; 036; 038; 100; 101; 102; 100; 101; 102; 100; 101

Case Type Trademark Service mark