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
Correspondent Address
Sean F. Mellino
Filing Basis
1. filing basis filed as 66 a
Disclaimer
NO DATA
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
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
N/A
N/A
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
N/A
N/A
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
N/A
N/A
No 79341127
No Service Mark
No
No
No
No
No
Yes
Yes
No
No
Status Date | Action Taken |
---|---|
22nd May 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
22nd May 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
22nd May 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
22nd May 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
22nd May 2024 | TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS |
22nd May 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
26th Dec 2023 | FINAL DECISION TRANSACTION PROCESSED BY IB |
06th Dec 2023 | FINAL DISPOSITION PROCESSED |
06th Dec 2023 | FINAL DISPOSITION NOTICE SENT TO IB |
05th Dec 2023 | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB |