Q2

Live / Applied — New application — not yet assigned to an examiner (as of 10 Sept 2026)

What this means for you

Not registered yet, but its 10 Sept 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
50100669
Mark type
Stylized text
Filed
10 Sept 2026
Attorney of record
Daniel E. Sineway

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable software for banking; Downloadable software for digital banking; Downloadable software for digital banking, namely, software for account management and onboarding, marketing, customer personalization, customer data insights, financial literacy, charitable giving, savings and investments, card management, and funds transfer; Downloadable software for financial institutions, namely, software for human resources, payroll services, workflow management, and back office management; Downloadable software for small or mid-size business (SMB) banking, namely, software for point of sale (POS) integration, invoicing, cash flow management, account management, expense management, payroll, data insights, customer personalization, and treasury fulfillment; Downloadable software for commercial banking, namely, software for customer personalization, payment processing, funds transfers, accounting, treasury fulfillment, payment validation, enterprise resource planning (ERP) integration, and cash management; Downloadable software for banking, namely, software for customer account opening, customer onboarding, customer and relationship intelligence and insights, personalized offers, direct deposits, and card switching; Downloadable software for fraud intelligence in digital banking, namely, multilayer fraud prevention, automated risk management, account takeover protection, dispute management, behavioral analytics, account access control, automated clearing house (ACH) processing and reporting, and positive pay; Downloadable software for financial institutions to manage commercial relationships, namely, personalized pricing guidance, data sharing, treasury pricing guidance, deal coaching, market insights, and commercial credit pricing; Downloadable software for lending and loan management; Downloadable software for lease management; Downloadable software for lender-borrower and lessor-lessee customer relationship management and accessing customer information; Downloadable software for investment management, namely, creating investor profiles and managing investor portfolios; Downloadable computer software using artificial intelligence (AI) for digital banking; Downloadable computer software using artificial intelligence (AI) for digital banking, namely, software for answering staff questions, executing tasks, and supporting, navigating, and executing workflows; Downloadable chatbot software for answering customer and employee questions, resolving issues, and completing tasks, all in the field of digital banking; Downloadable software development kits (SDK); Downloadable application programming interface (API) software for digital banking
  • Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for banking; Software as a service (SAAS) services featuring software for digital banking; Software as a service (SAAS) services featuring software for digital banking, namely, software for account management and onboarding, marketing, customer personalization, customer data insights, financial literacy, charitable giving, savings and investments, card management, and funds transfer; Software as a service (SAAS) services featuring software for financial institutions, namely, software for human resources, payroll services, workflow management, and back office management; Software as a service (SAAS) services featuring software for small or mid-size business (SMB) banking, namely, software for point of sale (POS) integration, invoicing, cash flow management, account management, expense management, payroll, data insights, customer personalization, and treasury fulfillment; Software as a service (SAAS) services featuring software for commercial banking, namely, software for customer personalization, payment processing, funds transfers, accounting, treasury fulfillment, payment validation, enterprise resource planning (ERP) integration, and cash management; Software as a service (SAAS) services featuring software for banking, namely, software for customer account opening, customer onboarding, customer and relationship intelligence and insights, personalized offers, direct deposits, and card switching; Software as a service (SAAS) services featuring software for fraud intelligence in digital banking, namely, multilayer fraud prevention, automated risk management, account takeover protection, dispute management, behavioral analytics, account access control, automated clearing house (ACH) processing and reporting, and positive pay; Software as a service (SAAS) services featuring software for financial institutions to manage commercial relationships, namely, personalized pricing guidance, data sharing, treasury pricing guidance, deal coaching, market insights, and commercial credit pricing; Software as a service (SAAS) services featuring software for lending and loan management; Software as a service (SAAS) services featuring software for lease management; Software as a service (SAAS) services featuring software for lender-borrower and lessor-lessee customer relationship management and accessing customer information; Software as a service (SAAS) services featuring software for investment management, namely, creating investor profiles and managing investor portfolios; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for digital banking; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for digital banking, namely, software for answering staff questions, executing tasks, and supporting, navigating, and executing workflows; Providing temporary use of online non-downloadable chatbot software for answering customer and employee questions, resolving issues, and completing tasks, all in the field of digital banking; Application service provider featuring application programming interface (API) software for digital banking; Platform as a service (PAAS) featuring computer software platforms for digital banking and banking applications; Platform as a service (PAAS) featuring computer software platforms for banking as a service; Platform as a service (PAAS) featuring computer software platforms for banking software development tools; Platform as a service (PAAS) featuring computer software platforms for digital banking in the nature of data storage, data management, payment services, and user management

Owner

Prosecution history

  • 10 Sept 2026 — APPLICATION FILING RECEIPT MAILED
  • 10 Sept 2026 — NEW APPLICATION ENTERED

View this trademark record on Marksy