Trademark: 79341127
Word
CLMI
Status Date
Tuesday, September 5, 2023
Registration Number
7152899
Registration Date
Tuesday, September 5, 2023
Filing Date
Wednesday, October 27, 2021
Published for Opposition
Tuesday, June 20, 2023
9 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
35 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
42 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
May 26, 2022
Sn Assigned For Sect 66a Appl From Ib
May 27, 2022
New Application Office Supplied Data Entered
May 31, 2022
Application Filing Receipt Mailed
Aug 5, 2022
Assigned To Examiner
Sep 7, 2022
Non-Final Action Written
Sep 8, 2022
Non-Final Action (Ib Refusal) Prepared For Review
Nov 4, 2022
Refusal Processed By Mpu
Nov 4, 2022
Non-Final Action Mailed - Refusal Sent To Ib
Nov 27, 2022
Refusal Processed By Ib
Mar 24, 2023
New Representative At Ib Received
May 4, 2023
Teas Response To Office Action Received
May 4, 2023
Correspondence Received In Law Office
May 4, 2023
Teas Change Of Owner Address Received
May 4, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
May 4, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
May 4, 2023
Teas Change Of Domestic Representatives Address
May 4, 2023
Teas Change Of Correspondence Received
May 4, 2023
Applicant/Correspondence Changes (Non-Responsive) Entered
May 5, 2023
Teas/Email Correspondence Entered
May 12, 2023
Approved For Pub - Principal Register
May 31, 2023
Notification Of Notice Of Publication E-Mailed
May 31, 2023
Notice Of Start Of Opposition Period Created, To Be Sent To Ib
May 31, 2023
Notification Of Possible Opposition Sent To Ib
Jun 19, 2023
Notification Processed By Ib
Jun 20, 2023
Published For Opposition
Jun 20, 2023
Official Gazette Publication Confirmation E-Mailed
Sep 5, 2023
Notice Of Registration Confirmation Emailed
Sep 5, 2023
Registered-Principal Register
Dec 5, 2023
Final Disposition Notice Created, To Be Sent To Ib
Dec 6, 2023
Final Disposition Notice Sent To Ib
Dec 6, 2023
Final Disposition Processed
May 22, 2024
Attorney/Dom.Rep.Revoked And/Or Appointed
May 22, 2024
Teas Change Of Domestic Representatives Address
May 22, 2024
Teas Change Of Owner Address Received
May 22, 2024
Teas Change Of Correspondence Received
May 22, 2024
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
May 22, 2024
Applicant/Correspondence Changes (Non-Responsive) Entered
Dec 26, 2023
Final Decision Transaction Processed By Ib
Trademark Alertz updated from USPTO on 2030-01-24
