Classe 9
Software for the financial-services industryproviding features and functions to facilitate salesnamely: asset management; customer-relationship management; data integration; sales-territory management; analyticsreportingvisualization; data security; mobile data access; sales-data management; transaction validation services; providing a means to consolidate and correlate assetentitytransaction data; providing a means to analyze and summarize assetentitytransaction data; providing a means to analyze and summarize assetentitytransaction data by sales territory; providing a means to track transaction data; providing a means to generate reports on assetentitytransaction data; contact management services; providing a means to integrate third-party data with proprietary data; client relationship management services; providing a means to cleanse sales data by detecting and removing duplicate data; transaction reconciliation services; facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; providing a means to summarize assetentity and sales data by way of dashboards and traditional reports; providing a means to explore and drill-down into sales-data details; providing a means to analyze market-share data by zip code and sales territory; providing a means to identify competitive financial goods and services; providing a means to identify optimal office locations for new marketing campaigns; providing a means to correlate incoming data with existing data; providing tools to analyze sales data; providing a means to define and apply territory- and channel-management rules; providing a means to define sales territories based on line-of-businesscompanygeographyand/or sales channel; providing a means to analyzeoptimizerealign sales territory boundaries; providing a means to analyze the potential effects of a realignment of sales-territory boundaries; providing a hierarchal view of relationships between companiesofficesrepresentativessupport staff; providing a means to readtransformload data from transfer agentsseparately-managed accountsretirement platformsomnibus sourcesportfolio-accounting systemsother third-party providers of financial services; providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; providing a means to control how data is shared; providing a means to assign sales prospects using rules based on line-of-businesscompanygeography and/or sales channel; providing a means to set sales goals and track production against territory assignments; providing a means to identify high-potential sales prospects and track campaign effectiveness; providing a means to implement an account-servicing workflow; providing a means to profilecategorizetrack investors
Classe 35
Management services for the financial-services industrynamely: asset management; customer-relationship management; data integration; sales-territory management; analyticsreportingvisualization; data security; mobile data access; sales-data management; transaction validation services; providing a means to consolidate and correlate assetentitytransaction data; providing a means to analyze and summarize assetentitytransaction data; providing a means to analyze and summarize assetentitytransaction data by sales territory; providing a means to track transaction data; providing a means to generate reports on assetentitytransaction data; contact management services; providing a means to integrate third-party data with proprietary data; client relationship management services; providing a means to cleanse sales data by detecting and removing duplicate data; transaction reconciliation services; facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; providing a means to summarize assetentity and sales data by way of dashboards and traditional reports; providing a means to explore and drill-down into sales-data details; providing a means to analyze market-share data by zip code and sales territory; providing a means to identify competitive financial goods and services; providing a means to identify optimal office locations for new marketing campaigns; providing a means to correlate incoming data with existing data; providing tools to analyze sales data; providing a means to define and apply territory- and channel-management rules; providing a means to define sales territories based on line-of-businesscompanygeographyand/or sales channel; providing a means to analyzeoptimizerealign sales territory boundaries; providing a means to analyze the potential effects of a realignment of sales-territory boundaries; providing a hierarchal view of relationships between companiesofficesrepresentativessupport staff; providing a means to readtransformload data from transfer agentsseparately-managed accountsretirement platformsomnibus sourcesportfolio-accounting systemsother third-party providers of financial services; providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; providing a means to control how data is shared; providing a means to assign sales prospects using rules based on line-of-businesscompanygeography and/or sales channel; providing a means to set sales goals and track production against territory assignments; providing a means to identify high-potential sales prospects and track campaign effectiveness; providing a means to implement an account-servicing workflow; providing a means to profilecategorizetrack investors
Classe 42
Software-as-a-service ("SaaS") services for the financial-services industryprovided by way of non-downloadable software accessible on web-based and mobile platforms by way of a global computer networknamely: asset management; customer-relationship management; data integration; sales-territory management; analyticsreportingvisualization; data security; mobile data access; sales-data management; transaction validation services; providing a means to consolidate and correlate assetentitytransaction data; providing a means to analyze and summarize assetentitytransaction data; providing a means to analyze and summarize assetentitytransaction data by sales territory; providing a means to track transaction data; providing a means to generate reports on assetentitytransaction data; contact management services; providing a means to integrate third-party data with proprietary data; client relationship management services; providing a means to cleanse sales data by detecting and removing duplicate data; transaction reconciliation services; facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; providing a means to summarize assetentity and sales data by way of dashboards and traditional reports; providing a means to explore and drill-down into sales-data details; providing a means to analyze market-share data by zip code and sales territory; providing a means to identify competitive financial goods and services; providing a means to identify optimal office locations for new marketing campaigns; providing a means to correlate incoming data with existing data; providing tools to analyze sales data; providing a means to define and apply territory- and channel-management rules; providing a means to define sales territories based on line-of-businesscompanygeographyand/or sales channel; providing a means to analyzeoptimizerealign sales territory boundaries; providing a means to analyze the potential effects of a realignment of sales-territory boundaries; providing a hierarchal view of relationships between companiesofficesrepresentativessupport staff; providing a means to readtransformload data from transfer agentsseparately-managed accountsretirement platformsomnibus sourcesportfolio-accounting systemsother third-party providers of financial services; providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; providing a means to control how data is shared; providing a means to assign sales prospects using rules based on line-of-businesscompanygeography and/or sales channel; providing a means to set sales goals and track production against territory assignments; providing a means to identify high-potential sales prospects and track campaign effectiveness; providing a means to implement an account-servicing workflow; providing a means to profilecategorizetrack investors