LIZA

Owner

Goods & Services

Software as a service (SAAS) services featuring software using artificial intelligence for providing information and interactive guidance concerning retirement account discovery, rollovers, and transfers; Software as a service (SAAS) services featuring software using artificial intelligence for processing documents and data relating to retirement account rollovers and transfers, validating account information, identifying processing exceptions, and routing tasks for human review; Providing temporary use of online non-downloadable chatbot software using artificial intelligence for answering questions and assisting users in locating retirement accounts and completing retirement account rollovers and transfers; Platform as a service (PAAS) featuring computer software platforms using artificial intelligence for locating retirement accounts and facilitating retirement account rollovers and transfers

Financial services, namely, assisting individuals with locating and identifying retirement accounts, consolidating former employer-sponsored retirement accounts, and transferring funds to rollover individual retirement accounts