Filed Feb. 11, 2026

Serial No. 99646801

Examining Attorney null

Class Downloadable computer software and mobile applications using artificial intelligence (AI) for personal finance management, tracking and managing financial wellness by delivering personalized financial education and financial literacy content, budgeting, bill payment management and tracking, credit monitoring and optimization, tracking and managing competitive intelligence data and competitive data analysis, collecting and analyzing competitor product, rate, fee, and promotion data for lead generation purposes, tracking and managing data relating to cross-selling of financial and consumer products, financial planning, spending tracking, spending analysis, savings management, accessing training materials relating to financial literacy and education, payment method optimization and accessing information relating to payment method recommendations, financial rewards optimization, cash flow analysis, accessing training materials for financial coaching and decision support purposes, tracking and managing financial data for financial advisory purposes, financial analysis, regulatory compliance tracking and reporting, Community Reinvestment Act (CRA) compliance monitoring and reporting, low and moderate-income (LMI) customer tracking and reporting for CRA compliance, automated regulatory reporting and compliance management; downloadable software for managing digital payments methods and optimizing payment instrument selection; downloadable computer software and mobile applications for accessing financial calculators; downloadable chatbot software using artificial intelligence (AI) for financial advisory purposes by tracking and managing financial data, accessing training materials for financial coaching purposes, accessing training materials relating to financial literacy, and tracking and managing financial wellness by delivering personalized financial education content; downloadable computer software featuring an AI agent for personal finance management, budgeting, financial planning, and financial decision support by tracking and managing financial data; downloadable computer software featuring artificial intelligence (AI) technology for financial wellness assessment, tracking and managing marketing and prospective customer data for lead generation purposes, and personal finance management, namely, budgeting, tracking of personal financial data, bill payment optimization, credit monitoring and optimization, accessing information relating to payment method recommendations, accessing training materials relating to financial literacy and coaching, budget creation and tracking, budget guidance by tracking and managing budget data, cash flow management, cash flow guidance tracking and managing cash flow data, spend management, spend optimization, purchase management, income tracking and management, tax advice by tracking and managing tax-related financial data, tax management, small business accounts payable and accounts receivable management, small business cash flow management, and gig work financial management; 021; 023; 026; 036; 038; 100; 101

Case Type Trademark Service mark