Education services, namely, providing non-downloadable webinars in the field of business and financial technology; Education services, namely, providing on-line speakers and panels in the field of financial services and technology; Education services, namely, providing panel discussions in the field of open finance and technology; Educational and entertainment services, namely, providing motivational and educational speakers; Arranging and conducting of business conferences in the field of banking and financial technology; Educational services, namely, conducting in person and streaming speakers and panels in the field of financial data and technology; Educational services, namely, conducting seminars and conferences in the field of financial technology and personal financial management tools and distribution of course materials in connection therewith in printed or electronic format; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of open banking; Providing education in the field of financial data and technology rendered through video conference
Class 042: Platform as a service (PAAS) featuring computer software platforms for analyzing financial transaction and account data to determine customer insights for financial institutions; Application service provider featuring application programming interface (API) software; Application service provider featuring application programming interface (API) software for submitting financial data for processing and receiving information files; Cloud storage services for electronic files; Providing a web hosting platform for storing and processing data for financial institutions; Software as a service (SAAS) services featuring software for generating customer information files; Software as a service (SAAS) services, namely, hosting software for use by others for processing customer data to create customer files
Cloud computing featuring software for use authenticating third parties and securely transferring financial data to the third parties; Platform as a service (PAAS) featuring computer software platforms for data providers to provide programmatic access to their data; Application service provider featuring application programming interface (API) software; Application service provider featuring application programming interface (API) software for sharing financial data between authorized parties with user consent; Design and development of computer software for sharing financial data; Providing a web hosting platform for hosting financial data APIs for others; Providing temporary use of non-downloadable cloud-based software for a financial data sharing platform; Software as a service (SAAS) services featuring software for sharing user financial data from a user's financial institution on the user's behalf; Software as a service (SAAS) services, namely, hosting software for use by others for providing secure access to financial transaction data over a network
Platform as a service (PAAS) featuring computer software platforms for linking users' third-party financial accounts and aggregating financial data; Providing a web hosting platform for aggregating third-party financial transaction and account data for users; Software as a service (SAAS) services featuring software for connecting websites and mobile applications to financial data APIs; Software as a service (SAAS) services, namely, hosting software for use by others for financial applications and embedded financial widgets
Platform as a service (PAAS) featuring computer software platforms for aggregating, enhancing, cleansing, and categorizing third-party financial business data; Application service provider featuring application programming interface (API) software; Application service provider featuring application programming interface (API) software for financial business data; Providing a web hosting platform for processing third-party business transaction and account data for business users; Software as a service (SAAS) services featuring software for providing programatic access to financial business data; Software as a service (SAAS) services, namely, hosting software for use by others for cleansing and categorizing financial business data for customers on behalf of their users
Platform as a service (PAAS) featuring computer software platforms for embedding a financial feed of notifications and recommendations based on a user's financial transactions and financial account data; Application service provider featuring application programming interface (API) software for financial notifications and recommendations; Computer services in the nature of customized web pages and other data feed formats featuring user-defined information; Developing customized web pages and other data feed formats featuring user-defined information; Providing a web hosting platform for financial applications with feeds of customized financial notifications and recommendations; Software as a service (SAAS) services featuring software for analyzing financial data to provide dynamic financial recommendations; Software as a service (SAAS) services, namely, hosting software for use by others for providing a financial feed to users
Platform as a service (PAAS) featuring computer software platforms for mobile banking and financial management; Computer software development in the field of mobile applications; Design and development of software in the field of mobile applications; Development of computer platforms; Providing a web hosting platform for mobile banking applications; Software as a service (SAAS) services featuring software for aggregating financial data for use in a mobile application; Software as a service (SAAS) services, namely, hosting software for use by others for financial applications
Class 042: Cloud computing featuring software for use authenticating third parties and securely transferring financial data to the third party; Application service provider featuring application programming interface (API) software; Application service provider featuring application programming interface (API) software for sharing financial data between authorized parties with user consent; Design and development of computer software for sharing financial data; Providing temporary use of non-downloadable cloud-based software for a financial data sharing platform; Software as a service (SAAS) services featuring software for sharing user financial data from a user's financial institution on the user's behalf; Software as a service (SAAS) services, namely, hosting software for use by others for use providing secure access to financial transaction data over a network
Consultancy and advisory services in the field of business strategy; Consultancy regarding advertising communication strategies; Consultation services in the field of company, business sector and industry data and research; Consulting services in the field of internet marketing; Advertising and marketing consultancy; Business consultation and management regarding marketing activities and launching of new products; Business consultation in the field of strategy, marketing, data analysis, data architecture, technical services, and consumer advocacy for financial institutions; Business consultation services; Business consulting services in the field of data analysis, architecture, and marketing for financial institutions; Business assistance, advisory and consulting services in the field of banking and financial institutions; Consumer marketing research and consulting related thereto; Consumer strategy business consulting in the fields of marketing, sales, operation, and product design particularly specializing in the use of analytic models for the understanding and predicting of consumer, business, and retail market trends and actions; Market research consultation; Marketing consultation in the field of aggregated financial transaction data for financial institutions; Marketing consulting; Professional business consulting; Promotion and marketing services and related consulting
Platform as a service (PAAS) featuring computer software platforms for connecting financial institutions and financial technology service providers; Application service provider featuring application programming interface (API) software; Application service provider featuring application programming interface (API) software for connecting financial institutions, mobile applications, websites, and third-party service providers; Providing temporary use of online non-downloadable middleware for providing an interface between financial institutions and financial technology service providers; Software as a service (SAAS) services featuring software for middleware and business logic between financial institutions and third-party service providers; Software as a service (SAAS) services, namely, hosting software for use by others for use as an exchange layer between mobile applications and websites for financial institutions and financial technology service providers
Platform as a service (PAAS) featuring computer software platforms for connecting financial institutions and financial technology service providers; Application service provider featuring application programming interface (API) software; Application service provider featuring application programming interface (API) software for connecting financial institutions, mobile applications, websites, and third-party service providers; Providing temporary use of online non-downloadable middleware for providing an interface between financial institutions and financial technology service providers; Software as a service (SAAS) services featuring software for middleware and business logic between financial institutions and third-party service providers; Software as a service (SAAS) services, namely, hosting software for use by others for use as an exchange layer between mobile applications and websites for financial institutions and financial technology service providers
Platform as a service (PAAS) featuring computer software platforms for embeddable mobile widgets in the fields of personal finance budgeting, financial management, and financial planning sold directly to financial institutions; Application service provider featuring application programming interface (API) software sold directly to financial institutions; Application service provider featuring application programming interface (API) software for personal finance budgeting, financial management, and financial planning sold directly to financial institutions; Software as a service (SAAS) services featuring software for personal finance budgeting, financial management, and financial planning sold directly to financial institutions; Software as a service (SAAS) services, namely, hosting software for use by others for use displaying customizable widgets for personal finance budgeting, financial management, and financial planning tools sold directly to financial institutions
Platform as a service (PAAS) featuring computer software platforms for embeddable mobile widgets in the fields of personal finance budgeting, financial management, and financial planning sold directly to financial institutions; Application service provider featuring application programming interface (API) software sold directly to financial institutions; Application service provider featuring application programming interface (API) software for personal finance budgeting, financial management, and financial planning sold directly to financial institutions; Software as a service (SAAS) services featuring software for personal finance budgeting, financial management, and financial planning sold directly to financial institutions; Software as a service (SAAS) services, namely, hosting software for use by others for use displaying customizable widgets for personal finance budgeting, financial management, and financial planning tools sold directly to financial institutions; * all the foregoing relating to personal finance services *
Platform as a service (PAAS) featuring computer software platforms for connecting financial institutions and financial technology service providers; Application service provider featuring application programming interface (API) software; Application service provider featuring application programming interface (API) software for integrating the services of financial technology service providers; Providing a web hosting platform for providing financial transaction data between financial institutions and financial technology service providers; Software as a service (SAAS) services featuring software for integrating services of financial technology service providers with the services of financial institutions; Software as a service (SAAS) services, namely, hosting software for use by others for use accessing services of third party service providers using a unified application programming interface
Platform as a service (PAAS) featuring computer software platforms for connecting financial institutions and financial technology service providers; Application service provider featuring application programming interface (API) software; Application service provider featuring application programming interface (API) software for integrating the services of financial technology service providers; Providing a web hosting platform for providing financial transaction data between financial institutions and financial technology service providers; Software as a service (SAAS) services featuring software for integrating services of financial technology service providers with the services of financial institutions; Software as a service (SAAS) services, namely, hosting software for use by others for use accessing services of third party service providers using a unified application programming interface
Cloud computing featuring software for providing financial visualizations and insights for use by financial institutions; Application service provider, namely, hosting, managing, developing, analyzing, and maintaining applications, software and web sites of others in the fields of financial services and financial technology; Consulting services in the field of the design of mobile and online financial management software; Customizing computer software; Data automation and collection service using proprietary software to evaluate, analyze and collect service data; Design and development of computer software for the financial services industry; Electronic data storage; Electronic storage of aggregated and cleansed financial transaction records; Providing a website featuring non-downloadable software for providing financial data analytics; Providing temporary use of non-downloadable cloud-based software for providing data analytics; Software as a service (SAAS) services featuring software for providing data aggregation and analytics for financial institutions and financial technology companies; Software as a service (SAAS) services featuring software for providing financial institutions the ability to provide financial management tools to customers; Software as a service (SAAS) services, namely, hosting software for use by others for use in collecting, enhancing, analyzing, presenting, and acting on financial data; Temporary electronic storage of information and data
Cloud computing featuring software for providing financial visualizations and insights for use by financial institutions; Application service provider, namely, hosting, managing, developing, analyzing, and maintaining applications, software and web sites of others in the fields of financial services and financial technology; Consulting services in the field of the design of mobile and online financial management software; Customizing computer software; Data automation and collection service using proprietary software to evaluate, analyze and collect service data; Design and development of computer software for the financial services industry; Electronic data storage; Electronic storage of aggregated and cleansed financial transaction records; Providing a website featuring non-downloadable software for providing financial data analytics; Providing temporary use of non-downloadable cloud-based software for providing data analytics; Software as a service (SAAS) services featuring software for providing data aggregation and analytics for financial institutions and financial technology companies; Software as a service (SAAS) services featuring software for providing financial institutions the ability to provide financial management tools to customers; Software as a service (SAAS) services, namely, hosting software for use by others for use in collecting, enhancing, analyzing, presenting, and acting on financial data; Temporary electronic storage of information and data
Cloud computing featuring software for providing financial visualizations and insights for use by financial institutions; Application service provider, namely, hosting, managing, developing, analyzing, and maintaining applications, software and web sites of others in the fields of financial services and financial technology; Consulting services in the field of the design of mobile and online financial management software; Customizing computer software; Data automation and collection service using proprietary software to evaluate, analyze and collect service data; Design and development of computer software for the financial services industry; Electronic data storage; Electronic storage of aggregated and cleansed financial transaction records; Providing a website featuring non-downloadable software for providing financial data analytics; Providing temporary use of non-downloadable cloud-based software for providing data analytics; Software as a service (SAAS) services featuring software for providing data aggregation and analytics for financial institutions and financial technology companies; Software as a service (SAAS) services featuring software for providing financial institutions the ability to provide financial management tools to customers; Software as a service (SAAS) services, namely, hosting software for use by others for use in collecting, enhancing, analyzing, presenting, and acting on financial data; Temporary electronic storage of information and data
Application service provider featuring application programming interface (API) software for pre-submission machine learning processing of remote images; Software as a service (SAAS) services, namely, hosting software for use by others for use processing remotely captured images using image recognition to detect errors prior to submission to a third party
Software as a service (SAAS) services featuring software for analyzing data and displaying metrics regarding users' accounts held externally by competitors; Software as a service (SAAS) services featuring software for financial transaction data analysis; Software as a service (SAAS) services, namely, hosting software for use by others for use discovering externally held accounts by analyzing aggregated data
Computer application software for mobile phones, namely, software for mobile banking with integrated personal financial management, budgeting, and planning, sold directly to and for use by financial institutions; Computer application software for mobile phones, namely, software for online banking and financial account aggregation, sold directly to and for use by financial institutions; Computer software platforms for online banking with integrated personal financial management, budgeting, and planning, sold directly to and for use by financial institutions; Downloadable computer software for aggregating a user's financial accounts from multiple financial institutions for the user's personal financial management, sold directly to and for use by financial institutions; Downloadable mobile applications for personal financial management, sold directly to and for use by financial institutions; Downloadable multimedia file containing video relating to demonstration and marketing of software for online banking and aggregating a user's financial accounts from multiple financial institutions for the user's personal financial management, sold directly to and for use by financial institutions; Downloadable software for financial budgeting and goal setting, sold directly to and for use by financial institutions; Software for managing bank account transactions, sold directly to and for use by financial institutions; Video recordings featuring mobile applications for online banking and personal financial management, sold directly to and for use by financial institutions; "BANK"
Audio and video recordings featuring presentations in the field of personal finance that feature a scale to determine financial health relative to personal finance | Providing on-line information regarding personal finances, financial risk assessment, and budgeting | Educational services, namely, providing electronic courses in the field of personal finances that feature the teaching of a scale to determine financial health relative to personal finance and the distribution of course materials in connection therewith including in electronic video and audio formats and printed formats
Class 036: Providing on-line information regarding personal finances, financial risk assessment, and budgeting; Class 041: Educational services, namely, providing electronic courses in the field of personal finances that feature the teaching of a scale to determine financial health relative to personal finance and the distribution of course materials in connection therewith including in electronic video and audio formats and printed formats
Computer application software for mobile devices for use in personal financial budgeting, financial management, and financial planning; computer software for use in personal financial management, budgeting and financial planning; video recordings in the field of personal finance budgeting, financial management, financial planning; computer software for accessing, analyzing and customizing financial information for targeted adverting and marketing | software as a service (SAAS) services, namely, hosting software for use by others which provides personal financial information, and financial services, namely, financial analysis, management, financial transaction records, and bill payment; software as a service (SAAS) services, namely, hosting software for use by others in online and mobile banking, financial transaction records, personal financial management, and bill payment; application service provider featuring application programming interface (API) software to provide personal financial information and financial services, namely, financial analysis, financial transaction records, management, and bill payment; software as a service (SAAS), featuring software for internet and digital banking, namely, for payments, loan and credit management, personal financial management, financial analysis, and other online financial functions
Providing temporary use of non-downloadable computer software for software development, namely, to provide reviewing, matching, converting, merging, and routing online financial, and banking information from one provider to another, personal financial management, and bill payment; Application service provider featuring application programming interface (API) software, namely, to provide online banking, personal financial information management, and financial services functions, namely, financial analysis, budgeting, personal financial planning and management, financial records management, and bill payment; Application service provider featuring application programming interface (API) software to provide matching, merging, routing and migration of user preferences and profiles, and financial data and transactions; Application service provider featuring application programming interface (API) software to provide reviewing, matching, converting, merging, and routing online financial, and banking information from one provider to another, personal financial management, and bill payment
Computer application software for mobile devices for use in personal financial budgeting, financial management, and financial planning; computer software for use in personal financial management, budgeting and financial planning; video recordings in the field of personal finance budgeting, financial management, financial planning; computer software for accessing, analyzing and customizing financial information for targeted adverting and marketing | Advertising services for financial institutions provided via the internet; advertising and marketing services for financial institutions; creation of custom advertising and marketing materials for financial institutions others including videos, all print mediums, web banners, speed bumps, landing pages, flyers, posters, billboards, website design, custom marketing campaign and market strategy development; business data analysis; retrieval and analysis of online internet usage information for, and preparation of, customized or targeted advertisements for financial institutions | Education services, namely, providing audio and/or video podcasts, and live and on-line talks and demonstrations in the nature of speeches and presentations in the fields of personal financial budgeting, financial management, and financial planning; hosting educational conferences and providing live and recorded talks, demonstrations and performances in the fields of personal financial budgeting, financial management, and financial planning; education and entertainment services, namely, providing motivational and educational speakers; education and entertainment services, namely, conducting conferences, podcasts, seminars, and workshops in the fields of personal financial budgeting, financial management, and financial planning; education services, namely, providing a web site featuring non-downloadable instructional videos in the field of personal finance and budgeting | Computer services, namely, providing a computer software protocol for the exchange or synchronization of electronic data via the Internet; design, development and customization of computer software and SaaS services for others; software as a service (SAAS) services, namely, hosting software for use by others which provides personal financial information, and financial services, including, financial analysis, management, financial transaction records, and bill payment; software as a service (SAAS) services, namely, hosting software for use by others in online and mobile banking, financial transaction records, personal financial management, and bill payment; providing temporary use of non-downloadable computer software for use by others in online and mobile banking, financial record keeping, personal financial management, and bill payment; application service provider featuring application programming interface (API) software to provide personal financial information and financial services, including, financial analysis, financial transaction records, management, and bill payment; application service provider featuring application programming interface (API) software for data transfer, data cleansing or screening, data categorization, and data categorization; website design; software as a service (SAAS) services featuring software for accessing, analyzing and customizing financial information for targeted adverting and marketing; software as a service (SAAS), featuring software for internet and digital banking, namely, for payments, loan and credit management, personal financial management, financial analysis, and other online financial functions
Computer application software for mobile devices for use in personal financial budgeting, financial management, and financial planning; computer software for use in personal financial management, budgeting and financial planning; video recordings in the field of personal finance budgeting, financial management, financial planning; computer software for accessing, analyzing and customizing financial information for targeted adverting and marketing | Advertising services for financial institutions provided via the internet; advertising and marketing services for financial institutions; creation of custom advertising and marketing materials for financial institutions others including videos, all print mediums, web banners, speed bumps, landing pages, flyers, posters, billboards, website design, custom marketing campaign and market strategy development; business data analysis; retrieval and analysis of online internet usage information for, and preparation of, customized or targeted advertisements for financial institutions | Education services, namely, providing audio and/or video podcasts, and live and on-line talks and demonstrations in the nature of speeches and presentations in the fields of personal financial budgeting, financial management, and financial planning; hosting educational conferences and providing live and recorded talks, demonstrations and performances in the fields of personal financial budgeting, financial management, and financial planning; education and entertainment services, namely, providing motivational and educational speakers; education and entertainment services, namely, conducting conferences, podcasts, seminars, and workshops in the fields of personal financial budgeting, financial management, and financial planning; education services, namely, providing a web site featuring non-downloadable instructional videos in the field of personal finance and budgeting | Computer services, namely, providing a computer software protocol for the exchange or synchronization of electronic data via the Internet; design, development and customization of computer software and SaaS services for others; software as a service (SAAS) services, namely, hosting software for use by others which provides personal financial information, and financial services, including, financial analysis, management, financial transaction records, and bill payment; software as a service (SAAS) services, namely, hosting software for use by others in online and mobile banking, financial transaction records, personal financial management, and bill payment; providing temporary use of non-downloadable computer software for use by others in online and mobile banking, financial record keeping, personal financial management, and bill payment; application service provider featuring application programming interface (API) software to provide personal financial information and financial services, including, financial analysis, financial transaction records, management, and bill payment; application service provider featuring application programming interface (API) software for data transfer, data cleansing or screening, data categorization, and data categorization; website design; software as a service (SAAS) services featuring software for accessing, analyzing and customizing financial information for targeted adverting and marketing; software as a service (SAAS), featuring software for internet and digital banking, namely, for payments, loan and credit management, personal financial management, financial analysis, and other online financial functions
Education services, namely, providing [audio and/or video podcasts, and live and] on-line [talks and] demonstrations in the nature of speeches and presentations in the fields of personal financial budgeting, financial management, and financial planning; [hosting educational conferences and providing live and recorded talks, demonstrations and performances in the fields of personal financial budgeting, financial management, and financial planning; education and entertainment services, namely, providing motivational and educational speakers; education and entertainment services, namely, conducting conferences, podcasts, seminars, and workshops in the fields of personal financial budgeting, financial management, and financial planning;] education services, namely, providing a web site featuring non-downloadable instructional videos in the field of personal finance and budgeting; [Computer application software for mobile devices for use in personal financial budgeting, financial management, and financial planning, namely, for online management of accounts with financial institutions, financial account alerts, and tracking expenditures and budgets; computer software for use in personal financial management, budgeting and financial planning, namely, for online management of accounts with financial institutions, financial account alerts, and tracking expenditures and budgets; downloadable video recordings in the field of personal finance budgeting, financial management, financial planning]; [Computer services, namely, providing a computer software protocol for the exchange or synchronization of electronic data via the Internet; design, development and customization of computer software and SaaS services for others; software as a service (SAAS) services, namely, hosting software for use by others which provides personal financial information, and financial services, namely, financial analysis, management, financial transaction records, and bill payment; software as a service (SAAS) services, namely, hosting software for use by others in online and mobile banking, financial transaction records, personal financial management, and bill payment; providing temporary use of non-downloadable computer software for use by others in online and mobile banking, financial record keeping, personal financial management, and bill payment; software as a service (SAAS) services for financial account aggregation, screen scraping, compiling data; application service provider featuring application programming interface (API) software to provide personal financial information and financial services, namely, financial analysis, financial transaction records, management, and bill payment; application service provider featuring application programming interface (API) software for data transfer, data cleansing or screening, and data categorization]
Computer software for accessing, analyzing and customizing financial information for targeted advertising and marketing, and downloadable computer software, namely, a mobile application allowing for analyzing and customizing financial information for targeted advertising and marketing | Advertising and commercial information services via the Internet; advertising and marketing | Software as a service (SAAS) services featuring software for accessing, analyzing and customizing financial information for targeted adverting and marketing, and providing temporary use of non-downloadable computer software for accessing, analyzing and customizing financial information for targeted adverting and marketing
Software as a service (SAAS) services, namely, hosting software for use by others which provides online banking, personal financial information management, and financial services functions, namely, online banking, financial analysis, budgeting, personal financial planning, personal financial management, financial records management, and bill payment; Application service provider featuring application programming interface (API) software for online banking, personal financial information management, and financial services functions, namely, financial analysis, budgeting, personal financial planning and management, financial records management, and bill payment; Providing temporary use of non-downloadable computer software for online banking, personal financial information management, and financial services functions, namely, financial analysis, budgeting, personal financial planning and management, financial records management, and bill payment; Providing temporary use of non-downloadable computer software for Software as a service (SAAS) services, namely, hosting software for use by others, for online banking, personal financial information management, and financial services functions, namely, financial analysis, budgeting, personal financial planning and management, financial records management, and bill payment
Educational services, namely, providing audio and/or video podcasts, and live and on-line talks and educational demonstrations in the nature of speeches, and educational presentations of technology, all in the field of financial technology, financial matters, and personal finances; hosting educational conferences, and providing live and recorded talks, in the nature of lectures, and demonstrations and performances of technology, all in the field of financial technology, financial matters, and personal finances; educational and entertainment services, namely, providing motivational and educational speakers; educational and entertainment services, namely, conducting conferences, podcasts, seminars, and workshops, all in the field of financial technology, financial matters, and personal finances
Class 009: Computer application software for mobile devices, namely, software for use in personal financial budgeting, financial management, and financial planning; computer software, namely, software for use in personal financial management, budgeting and financial planning
Providing a web site featuring non-downloadable instructional videos in the field of personal finance and budgeting; [ Providing pre-recorded and downloadable instructional video recordings in the field of personal finance and budgeting ]
