Filed Dec. 10, 2024

Serial No. 98894023

Examining Attorney VICTOR CERDA

Class Downloadable computer software using artificial intelligence (AI) for allowing customers, clients and financial advisors to access bank information, transact bank business and manage their bank accounts; Downloadable computer software using artificial intelligence (AI) for making online payments from, and deposits to, bank accounts; Downloadable computer software using artificial intelligence (AI) for conducting financial research; Downloadable computer software using artificial intelligence (AI) for preparing, editing, and viewing financial research reports; Downloadable computer software using artificial intelligence (AI) to provide financial wealth management information; Downloadable computer software using artificial intelligence (AI) for financial planning; Downloadable computer software using artificial intelligence (AI) for financial asset management; Downloadable computer software using artificial intelligence (AI) for financial data analysis; Downloadable computer software using artificial intelligence (AI) for financial portfolio analysis; Downloadable computer software using artificial intelligence (AI) for evaluating, tracking, analyzing, researching and forecasting the performance of financial instruments; Downloadable computer software using artificial intelligence (AI) for accessing and managing trust accounts; Downloadable computer software using artificial intelligence (AI) for estate trust management; Downloadable computer software using artificial intelligence (AI) for trading securities; Downloadable computer software using artificial intelligence (AI) for accessing and managing investment accounts via the internet; Downloadable computer software using artificial intelligence (AI) for planning, organizing, and managing transactions regarding financial instruments and securities; Downloadable computer software using artificial intelligence (AI) for maintaining possession of financial assets for others for financial management purposes; Downloadable computer software using artificial intelligence (AI) for securities lending; Downloadable computer software using artificial intelligence (AI) for clearing and reconciling financial transactions via a global computer network; Downloadable computer software using artificial intelligence (AI) for managing depositary receipt transactions; Downloadable database management software for use in the field of investment fund management; Downloadable computer software using artificial intelligence (AI) for implementing features and functionalities into computer software programs, web-based software applications, and mobile-based software applications; Downloadable computer software using artificial intelligence (AI) for implementing and scaling artificial intelligence within web-based and mobile-based software applications and platforms; Downloadable computer software using artificial intelligence (AI) for the development and deployment of AI-enabled software applications, software platforms, and software programs; Downloadable computer software using artificial intelligence (AI) for issuing and managing business loans; Downloadable computer software using artificial intelligence (AI) for managing trade finance and structured finance solutions; Downloadable computer software using artificial intelligence (AI) for structuring and conducting and managing due diligence in connection with mergers, acquisitions, divestitures, and organizational restructurings; Downloadable computer software using artificial intelligence (AI) for developing and communicating about customized investment recommendations and financial asset allocation strategies; Downloadable computer software using artificial intelligence (AI) for financial institutions, financial advisors, financial brokers, financial dealers, and their clients and customers to access and manage investment management accounts; none of the foregoing related to telecommunications, manufacturing, distributed energy storage or industrial software for developing, controlling, managing and operating manufacturing processes, supply chains, machines, product development, computer hardware systems, and computer software systems in the fields of telecommunications, manufacturing and distributed energy storage; 021; 023; 026; 036; 038; 100; 101

Case Type Trademark Service mark