MO

Owners

Goods & Services

Providing temporary use of non-downloadable software having a Web-based interface for managing customer data and productivity tools in the financial services industry

Sales management services, namely, consulting in the fields of financial product sales management and insurance sales management; business management consulting directed to financial advisor, broker-dealer, and insurance companies regarding the business management of financial product and insurance advisors, brokers, dealers, and sales representatives; Data management, query, and reporting tools and services for financial advisor, broker-dealer, and insurance companies, namely, analyzing and compiling data and generating business and financial reports for others for measuring, monitoring, and validating sales of financial products and insurance; business consulting regarding measuring, monitoring, and determining compensation for the performance of financial product and insurance advisors, brokers, dealers, and sales representatives; Business compliance services directed to financial advisor, broker-dealer, and insurance companies, namely, tracking and monitoring the professional and licensing compliance of financial product and insurance advisors, brokers, dealers, and sales representatives for business purposes; and Financial advisor, broker-dealer, and insurance company productivity tools and services, namely, business consultation regarding the development and provision of client relationship management (CRM) modules, and analyzing and compiling data and generating business reports for others for use in client relationship management (CRM)