Filed May 22, 2025

Serial No. 99198258

Examining Attorney LEE ANNE BERNS

Class Downloadable software for family financial management, namely, to facilitate financial management of assets, perform financial auditing, and to allow electronic communication between users; Downloadable software for accessing, viewing and managing checking accounts, credit card accounts and savings accounts, paying bills, conducting financial transactions and transferring money; Downloadable software for processing electronic funds transfers and payments made via credit card, debit card, and electronic check; Downloadable software for facilitating electronic, mobile and online payments; Downloadable software for the creation of mobile internet applications, web applications, websites, and client interfaces; Downloadable software for computer data management and computer data analytics; Downloadable software for collecting, providing and analyzing data analytics, business analytics and business intelligence in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, customer relationship management, and employee efficiency; Downloadable software for compiling data, customer data and customer interactions to enable marketers to plan, personalize, optimize, monitor, measure and customize communications with customers throughout the marketing, sales, and service lifecycle across channels and devices; Downloadable software for retrieving, tracking, managing, testing, measuring and analyzing data, data analytics, business analytics and business intelligence in the fields of business, marketing, advertising, brand development, promotion, sales, customer information, customer relationship management, sales support, employee efficiency, cloud computing, and security and authentication; Downloadable software for automation of marketing, sales, data analytics, database creation, and social media management and publication; Downloadable software for customer service and support, social media management and publication, managing online content, machine learning for customer service and support, using artificial intelligence (AI) for customer service and support, data storage, collaboration, namely, collaboration for customer service and support, performing e-commerce transactions, hosting search engines and server hosting; 021; 023; 026; 036; 038; 100; 101; 102; 100; 101; 102; 100; 101; 100; 101

Case Type Trademark Service mark