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What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 15 Aug 2025 filing date already counts against anyone who files later.

Record

Serial number

99339713

Mark type

Stylized text

Filed

15 Aug 2025

Published for opposition

28 Oct 2025

Attorney of record

Julie C. Kirby

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable computer software using artificial intelligence (AI) for storing, managing, organizing, and controlling content and documents for financial institutions; Downloadable computer software using artificial intelligence (AI) for financial institutions to create customizable workflows; Downloadable application programming interface (API) software for incorporating and customizing features into a financial institution’s content management and workflow management platform; Downloadable computer software for storing, managing, organizing, and controlling content and documents for financial institutions; Downloadable computer software for financial institutions to create customizable workflows
• Class 035 — Advertising and business services: Business records management; Financial records management; Records management services, namely, document indexing for others; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Project management for others for business purposes in the field of content management and workflow management for financial institutions; Office functions in the nature of filing documents; Duplication of documents; Business assistance, advisory and consulting services in the field of assisting financial institutions in organizing and controlling their enterprise-wide content and document systems for offering financial services to their customers
• Class 042 — Scientific and technological services: Artificial intelligence as a service (AIAAS) featuring software using artificial intelligence for database management; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for storing, managing, organizing, and controlling content and documents for financial institutions; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for financial institutions to create customizable workflows; Providing on-line non-downloadable software using artificial intelligence (AI) for storing, managing, organizing, and controlling content and documents for financial institutions; Providing on-line non-downloadable software using artificial intelligence (AI) for financial institutions to create customizable workflows; Application service provider featuring application programming interface (API) software for incorporating and customizing features into a financial institution’s content management and workflow management platform; Providing on-line non-downloadable software for storing, managing, organizing, and controlling content and documents for financial institutions; Providing on-line non-downloadable software for financial institutions to create customizable workflows

Owner

• Fiserv, Inc., Milwaukee, WI, US
• Fiserv, Inc., Milwaukee, WI, US

Prosecution history

• 26 Mar 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 26 Mar 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 26 Mar 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 26 Mar 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
• 26 Mar 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
• 23 Dec 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
• 28 Oct 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 28 Oct 2025 — PUBLISHED FOR OPPOSITION
• 22 Oct 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 30 Sept 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 30 Sept 2025 — ASSIGNED TO EXAMINER
• 15 Aug 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 15 Aug 2025 — APPLICATION FILING RECEIPT MAILED
• 15 Aug 2025 — NEW APPLICATION ENTERED