Class 009: Recorded business software for code generation, application development, process automation, workflow optimization, artificial-intelligence model integration, data analytics, and digital transformation for businesses; Downloadable software for code generation, application development, process automation, workflow optimization, artificial-intelligence model integration, data analytics, and digital transformation for businesses; Class 035: Business consulting services in the field of software development, digital transformation, process automation, artificial intelligence adoption, software acquisition alternatives, and custom application development; Business consultation in the field of providing business support and outsourcing for technology and software development initiatives; Business consulting services in the field of workflow automation and compliance transformation for businesses; Project management for others for business purposes in the field of technology and software development initiatives; Providing business information in the field of replacement of off-the-shelf software with custom-built software solutions; Business consulting services in the field of providing application development and deployment services using artificial intelligence; Class 041: Training services in the field of artificial intelligence, software development, digital transformation and lending and banking compliance; Educational services, namely, providing on-line and in person classes, seminars, and workshops, and certification programs in the fields of in artificial intelligence, digital lending, compliance, and risk management for businesses; Class 042: Software as a service (SAAS) services featuring software for deployment, automation, integration, and compliance management; Platform as a service (PAAS) featuring computer software platforms for secure application deployment, API integration, and compliance oversight; Software as a service (SAAS) services featuring software for financial data analysis, risk assessment, regulatory compliance, and process automation in lending and banking operations; Application service provider featuring application programming interface (API) software for enabling collaboration, data transfer, and integration among software systems, users, and financial platforms; Providing temporary use of on-line non-downloadable software for enabling collaboration, data transfer, and integration among software systems, users, and financial platforms; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for deployment, automation, integration, and compliance management; Providing temporary use of on-line non-downloadable software and applications for software engineering, enterprise workflow optimization, and digital transformation, featuring natural language processing, large language models (LLMs), and machine learning; Providing temporary use of on-line non-downloadable cloud computing software using artificial intelligence (AI) for designing, generating, building, testing, and deploying custom software applications; Platform as a service (PAAS) featuring computer software platforms for low-code and no-code application development; Providing temporary use of on-line non-downloadable software development tools for enabling users to create, modify, and deploy software based on natural language inputs
Class 035: Business consulting services; Class 042: Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for aggregating, normalizing, and synchronizing financial and operational data from banking, accounting, payroll/HR, payment, and data-aggregation platforms; recognizing, classifying, tagging, encrypting, and securely storing business documents using optical character recognition (OCR); Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for generating, auto-populating, editing, versioning, and managing digital financial forms and statements, namely, personal financial statements, business debt schedules, balance sheets, income statements, and source-of-funds summaries; maintaining activity logs, audit trails, and permissions-based access controls; managing and automating communications with lenders, banks, vendors, and other institutions via an email-style interface, including drafting replies and attaching generated documents; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for monitoring, analyzing, and visualizing business performance and personal net worth via dashboards and reports; and preparing, storing, and delivering version-stamped PDF outputs with electronic signature capabilities; Providing temporary use of on-line non-downloadable software and applications for aggregating, normalizing, and synchronizing financial and operational data from banking, accounting, payroll/HR, payment, and data-aggregation platforms; recognizing, classifying, tagging, encrypting, and securely storing business documents using optical character recognition (OCR); Providing temporary use of on-line non-downloadable software and applications for generating, auto-populating, editing, versioning, and managing digital financial forms and statements, namely, personal financial statements, business debt schedules, balance sheets, income statements, and source-of-funds summaries; maintaining activity logs, audit trails, and permissions-based access controls; managing and automating communications with lenders, banks, vendors, and other institutions via an email-style interface, including drafting replies and attaching generated documents; Providing temporary use of on-line non-downloadable software and applications for monitoring, analyzing, and visualizing business performance and personal net worth via dashboards and reports; and preparing, storing, and delivering version-stamped PDF outputs with electronic signature capabilities
Class 009: Downloadable software for code generation, application development, process automation, workflow optimization, artificial-intelligence model integration, data analytics, and digital transformation in the financial-services industry; Recorded business software for code generation, application development, process automation, workflow optimization, artificial-intelligence model integration, data analytics, and digital transformation in the financial services industry; Class 035: Business consultation in the field of software development, digital transformation, process automation, and artificial intelligence adoption; Business consultation in the field of providing business support and outsourcing for technology and software development initiatives; Business consulting services in the field of workflow automation and compliance transformation in the financial services industry; Project management for others for business purposes in the field of technology and software development initiatives; Class 041: Training services in the field of artificial intelligence, software development, digital transformation and lending and banking compliance; Educational services, namely, providing on-line and in person classes, seminars, and workshops, and certification programs in the fields of in artificial intelligence, digital lending, compliance, and risk management for financial institutions; Class 042: Software as a service (SAAS) services featuring software for deployment, automation, integration, and compliance management; Platform as a service (PAAS) featuring computer software platforms for secure application deployment, API integration, and compliance oversight; Software as a service (SAAS) services featuring software for financial data analysis, risk assessment, regulatory compliance, and process automation in lending and banking operations; Application service provider featuring application programming interface (API) software for enabling collaboration, data transfer, and integration among software systems, users, and financial platforms; Providing temporary use of on-line non-downloadable software for enabling collaboration, data transfer, and integration among software systems, users, and financial platforms; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for deployment, automation, integration, and compliance management; Providing temporary use of on-line non-downloadable software and applications for software engineering, enterprise workflow optimization, and digital transformation, featuring natural language processing, large language models (LLMs), and machine learning
Class 009: Downloadable software for managing end-to-end banking and lending operations, namely borrower onboarding, underwriting, servicing, reporting, compliance, risk scoring, and integration with third-party financial systems; Downloadable software for financial analysis, compliance automation, customer relationship management, and customer service; Recorded software for managing end-to-end banking and lending operations, namely borrower onboarding, underwriting, servicing, reporting, compliance, risk scoring, and integration with third-party financial systems; Recorded software for financial analysis, compliance automation, customer relationship management, and customer service; Downloadable computer software using artificial intelligence (AI) for digital lending, process automation, and enterprise workflow management; Recorded computer software using artificial intelligence (AI) for digital lending, process automation, and enterprise workflow management; Class 035: Business data analysis services in the field of financial services; Business consulting services in the field of banking, lending, and financial technology; business consulting services in the field of digital transformation, artificial intelligence adoption, and process automation for financial institutions; Operating on-line marketplaces featuring business loans, commercial financing, and banking products of others; Outsource service provider in the field of business management of lending operations; Providing business information in the field of banking, lending, credit underwriting, and borrower risk assessment; Class 036: Providing financial information services to banks, credit unions, and lenders; Providing financial information in the field of lending, compliance, and portfolio performance; Class 041: Training services in the field of artificial intelligence, software development, financial technology and lending and banking compliance; Educational services, namely, providing on-line and in person classes, seminars, and workshops, and certification programs in the fields of in artificial intelligence, digital lending, compliance, and risk management for financial institutions; Class 042: Software as a service (SAAS) services featuring software for managing end-to-end banking and lending operations, namely borrower onboarding, underwriting, servicing, reporting, compliance, risk scoring, and integration with third-party financial systems; Platform as a service (PAAS) featuring computer software platforms for secure data integration, regulatory compliance, and workflow automation in the financial services industry; Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for financial analysis, compliance automation, process management, and customer service; Class 045: Regulatory compliance consulting in the field of banking and financial technology
Software as a service (SAAS) services featuring software for managing end-to-end small business administration (SBA) business functions, namely a secure portal and dashboard for sales, servicing, partnership onboarding, digital reporting forms creation, chatbots, and SBA integration
Software as a service (SAAS) services featuring software for creating, uploading, signing, certifying, and reporting business and legal forms and documents.
Software as a service (SAAS) services featuring software for creating, uploading, signing, certifying, and reporting business and legal forms and documents.
Commercial lending services; Business consulting services in the field of small business administration lending, commercial lending, and related regulatory compliance; Software as a service (SAAS) services featuring software for managing end-to-end small business administration (SBA) business functions, namely a secure portal and dashboard for sales, servicing, partnership onboarding, digital reporting forms creation, chatbots, and SBA integration
Commercial lending services; Business consulting services in the field of small business administration lending, commercial lending; Software as a service (SAAS) services featuring software for managing end-to-end small business administration (SBA) business functions, namely a secure portal and dashboard for sales, servicing, partnership onboarding, digital reporting forms creation, chatbots, and SBA integration
Business assistance, advisory and consulting services in the field of financial technology, namely security, regulatory, and operational compliance benchmarking
Software as a service (SAAS) services featuring software for analyzing real-time data and information about the Small Business Administration service provider industry
Software as a service (SAAS) services featuring software for managing end-to-end small business administration (SBA) business functions, namely a secure portal and dashboard for sales, servicing, partnership onboarding, digital reporting forms creation, chatbots, and SBA integration
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