Serial 88439576

Live / Registered — Registered (as of 08 Feb 2022)

What this means for you

Registered since 08 Feb 2022. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88439576
Registration number
6639654
Mark type
Design / logo
Filed
21 May 2019
Published for opposition
12 May 2020
Registered
08 Feb 2022
Attorney of record
Elliott J. R. Church

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, asset management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, customer-relationship management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, data integration; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, sales-territory management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analytics, reporting, and visualization; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, data security; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, mobile data access; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, sales-data management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, transaction validation services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, consolidating and correlating asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing and summarizing asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing and summarizing asset, entity, and transaction data by sales territory; Downloadable computer software for tracking transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, generating reports on asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, contact management services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, integrating third-party data with proprietary data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, client relationship management services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, cleansing sales data by detecting and removing duplicate data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, transaction reconciliation services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, summarizing asset, entity and sales data by way of dashboards and traditional reports; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, measuring sales-data details; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing market-share data by zip code and sales territory; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying competitive financial goods and services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying optimal office locations for new marketing campaigns; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, correlating incoming data with existing data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing sales data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, defining and applying territory- and channel-management rules; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, defining sales territories based on line-of-business, company, geography, and sales channel; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing, optimizing, and realigning sales territory boundaries; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing the potential effects of a realignment of sales-territory boundaries; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, providing a hierarchal view of relationships between companies, offices, representatives, and support staff; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, reading, transforming, and loading data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, manually reconciling transactions and other input that cannot be reconciled automatically; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, controlling how data is shared; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, assigning sales prospects using rules based on line-of-business, company, geography and sales channel; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, setting sales goals and track production against territory assignments; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying high-potential sales prospects and track campaign effectiveness downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, implementing an account-servicing workflow; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, profiling, categorizing, and tracking investors
  • Class 035 — Advertising and business services: Management services for the financial-services industry, namely, customer-relationship management; sales-territory management being sales management services; analytics and reporting being statistical analysis and reporting services for business purposes; sales-data management being sales management services; contact management services being customer relationship management; transaction reconciliation services being administration and reconciliation of accounts on behalf of others
  • Class 036 — Insurance and financial services: analysis and summarizing of asset, entity, and transaction data being financial data analysis; analysis and summarizing of asset, entity, and transaction data by sales territory being financial data analysis; tracking transaction data being financial data analysis; correlating incoming data with existing data being financial data analysis
  • Class 042 — Scientific and technological services: Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for asset management; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for customer-relationship management; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for data integration; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for sales-territory management, analytics, reporting, and visualization; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for data security; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for mobile data access; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for sales-data management; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for transaction validation services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to consolidate and correlate asset, entity, and transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze and summarize asset, entity, and transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze and summarize asset, entity, and transaction data by sales territory; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to track transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to generate reports on asset, entity, and transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for contact management services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to integrate third-party data with proprietary data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for client relationship management services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to cleanse sales data by detecting and removing duplicate data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for transaction reconciliation services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to summarize asset, entity and sales data by way of dashboards and traditional reports; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to explore and drill-down into sales-data details, being sales data analytics; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze market-share data by zip code and sales territory; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to identify competitive financial goods and services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to identify optimal office locations for new marketing campaigns; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to correlate incoming data with existing data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing tools to analyze sales data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to define and apply territory- and channel-management rules; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to define sales territories based on line-of-business, company, geography, and sales channel; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze, optimize, and realign sales territory boundaries; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze the potential effects of a realignment of sales-territory boundaries; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a hierarchal view of relationships between companies, offices, representatives, and support staff; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to read, transform, and load data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to control how data is shared; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to assign sales prospects using rules based on line-of-business, company, geography and sales channel; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to set sales goals and track production against territory assignments; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to identify high-potential sales prospects and track campaign effectiveness; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to implement an account-servicing workflow; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to profile, categorize, and track investors

Owner

Prosecution history

  • 08 Feb 2022 — REGISTERED-PRINCIPAL REGISTER
  • 05 Jan 2022 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 05 Jan 2022 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 04 Jan 2022 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 04 Jan 2022 — STATEMENT OF USE PROCESSING COMPLETE
  • 27 Dec 2021 — USE AMENDMENT FILED
  • 04 Jan 2022 — SOU EXTENSION 3 GRANTED
  • 27 Dec 2021 — SOU EXTENSION 3 FILED
  • 04 Jan 2022 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 27 Dec 2021 — SOU TEAS EXTENSION RECEIVED
  • 27 Dec 2021 — TEAS STATEMENT OF USE RECEIVED
  • 02 Sept 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 02 Sept 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 02 Sept 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 30 Jun 2021 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

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