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CLMI
Live/Registered
REGISTERED

on 05 Sep 2023

Last Applicant/ Owned by

London EC2A 3AR

GB

Serial Number

79341127 filed on 27th Oct 2021

Registration Number

7152899 registered on 05th Sep 2023

in the Principal Register

Correspondent Address

Sean F. Mellino

Sean F. Mellino McDonald Hopkins LLC

CLEVELAND, OH 44114

United States

Filing Basis

1. filing basis filed as 66 a

Disclaimer

NO DATA

CLMI

Software-as-a-Service (SaaS) services utilising and offering computer software integrations to deliver customer data and relationship management systems and platforms; Software-as-a-Service (SaaS) services for client and customer relationship management; Software-as-a-Service (SaaS) services for collecting, analysing and presenting client and customer data in order to identify and nurture prospect Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Software-as-a-Service (SaaS) services utilising and offering computer software integrations to deliver customer data and relationship management systems and platforms; Software-as-a-Service (SaaS) services for client and customer relationship management; Software-as-a-Service (SaaS) services for collecting, analysing and presenting client and customer data in order to identify and nurture prospective clients, onboard clients, manage client and customer communications, tasks and cases, service clients and customers, ensure compliance, manage client data, re-engage and market to clients and customers; Software-as-a-Service (SaaS) services for use in the field of wealth management and private banking; Software-as-a-Service (SaaS) services for client outreach, client, acquisition, client conversion, client retention, and for encouraging client loyalty; Software-as-a-Service (SaaS) services for sharing and transferring customer and client data across a business and for management of that customer data and relationship; platforms for artificial intelligence as Software-as-a-Service (SaaS) services in the fields of wealth management and private banking and customer data and relationship management; providing online non-downloadable software for use in customer relationship management; Software-as-a-Service (SaaS) services for regulatory and compliance assurance and checks


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [035]
Advertising, Business & Retail Services


Management of sales and marketing leads and prospective client pipelines in the field of banking, financial services, investments, wealth management and asset management; Customer relationship management


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [009]
Computer & Software Products & Electrical & Scientific Products


Downloadable software in the field of client and customer data and relationship management; Downloadable computer software for use in customer relationship management; downloadable computer software, Downloadable computer software applications and downloadable computer software platforms for data and relationship management; Downloadable computer software, downloadable computer software applications and downloadable computer software platforms for collecting, analysing and presenting client and customer data in order to identify and nurture prospective clients, onboard clients, manage client and customer communications, tasks and cases, service clients and customers, ensure compliance, manage client data, re-engage and market to clients and customers; downloadable computer software, downloadable computer software applications and downloadable computer software platforms specifically for use in the field of wealth management and private banking; downloadable computer software, downloadable computer software applications and downloadable computer software platforms for client outreach, client, acquisition, client conversion, client retention, and for encouraging client loyalty; downloadable computer software, downloadable computer software applications and downloadable computer software platforms for sharing and transferring customer and client data across a business and for management of that customer data and relationship; Downloadable computer software for regulatory and compliance assurance and checks


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 79341127

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

Yes

66A Current

Yes

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
22nd May 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
22nd May 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
22nd May 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
22nd May 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
22nd May 2024TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS
22nd May 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
26th Dec 2023FINAL DECISION TRANSACTION PROCESSED BY IB
06th Dec 2023FINAL DISPOSITION PROCESSED
06th Dec 2023FINAL DISPOSITION NOTICE SENT TO IB
05th Dec 2023FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB