U.S. federal trademark · Serial No. 97786026
Software as a service (SAAS) services featuring software for providing an artificial intelligence powered personal assistant for professionals in the field of financial services, that extracts and summarizes audio, video, and text information, generates content, namely, audio, video, text, and tabular data content, updates databases, suggests next actions, organizes and executes tasks, including across other connected software, namely, CRM software, financial planning software, accounting software, payments software, calendar software, email software, and workflow management software, and performs other functions on behalf of the professional, namely, workflow automation, meeting planning, drafting emails, and completing compliance tasks, including by accepting natural language commands
Downloadable software for providing an artificial intelligence powered personal assistant for professionals in the field of financial services, that extracts and summarizes audio, video, and text information, generates content, namely, audio, video, text, and tabular data content, updates databases, suggests next actions, organizes and executes tasks, including across other connected software, namely, CRM software, financial planning software, accounting software, payments software, calendar software, email software, and workflow management software, and performs other functions on behalf of the professional, namely, workflow automation, meeting planning, drafting emails, and completing compliance tasks, including by accepting natural language commands
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.