Legal Representation
Attorney
Bradley J. Zentz
USPTO Deadlines
Application History
11 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Nov 20, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Nov 20, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Nov 20, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Aug 20, 2025 | XELG | O | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | Loading... |
| Aug 20, 2025 | XELR | I | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | Loading... |
| May 21, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| May 21, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| May 21, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| May 20, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Nov 27, 2024 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Nov 27, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 035
Advertising agency services; business marketing consulting services; development of marketing strategies and execution of same; business organization consulting; business consultancy; business consulting services, namely, providing assistance in development of business strategies and creative ideation; business advisory services, consultancy and information; Online media monitoring services using computer software to automatically monitor consumer behavior and customer-specified topics and to capture relevant content on those topics, and providing documentation and analysis of that content to others for business purposes; Business data analysis; Consumer research; Consumer marketing research and consulting related thereto; Business services, namely, consumer marketing research and consulting related thereto; Marketing research services, in the nature of tracking consumer behavior and analyzing consumer trends; marketing consulting; Advertising and marketing consultancy; business strategic planning services for consumer relationship management and marketing automation purposes; marketing analysis services; Business strategy development services; Consumer strategy business consulting in the fields of marketing, sales, operation, and product design particularly specializing in the use of analytic models, customer journey information, marketing automation, business dashboards, and return on investment analysis for the understanding and predicting of consumer, business, and retail market trends and actions; Customer relationship management; Market analysis and research services; Promotion and marketing services and related consulting; Providing business intelligence services; Marketing and branding services, namely, providing customized customer journey information, marketing automation, business dashboards, and return on investment analysis to obtain insights and develop branding strategies; business data analytics and business consulting services; consumer and commercial business insights, and know your customer (KYC) insights customer behavior tracking from payments and transactional data tracking; business consulting services in the nature of tracking business intelligence (BI) trends via the application of artificial intelligence (AI) large language models (LLMs), machine learning (ML) data science models, derived data model insights, sales and growth trends, sales attribution, conversion reporting and automated ROI analysis, automated data flows and Applicant Programming Interfaces (APIs) for predictive and prescriptive trigger models; statistical analysis and reporting services for business purposes, namely preparation of hyper-personalized business reports for intelligent and automated customer onboarding journeys, quantitative and qualitative surveys, and data; statistical analysis and reporting services for business purposes, namely, preparing predictive cross-selling journeys reports via omni-channel marketing communications, including but not limited to real time and automated email, SMS text, banner ads, social media content, digital marketing, mobile and online banking, retargeting, website, out-of-home OOH, direct mail, IP targeting, call center, API integrations; marketing the goods and services of others through all public and private communication means
First Use Anywhere:
20200800
First Use in Commerce:
20200800
Class 036
Automated financial services data analysis
First Use Anywhere:
20200800
First Use in Commerce:
20200800
Class 042
Providing temporary use of non-downloadable cloud-based software to analyze and visualize consumer data, organizational data and behavioral data to capture relevant content on customer-specified topics and providing documentation and analysis of captured content to others for business purposes; providing temporary use of non-downloadable cloud-based software featuring algorithms for business strategic analysis, for customer relationship management, and for marketing automation and providing documentation and analysis of captured content to others for business purposes; computer software consultancy; providing online non-downloadable software for return on investment and profitability analysis; providing online non-downloadable software for providing consumer data analytics insights; providing online non-downloadable software for management and analysis of customer data for marketing purposes; providing online non-downloadable software for financial and marketing modeling; providing online non-downloadable software for developing marketing and financial analytics; providing online non-downloadable software for analyzing financial and marketing performance metrics; Software as a service (SAAS) services featuring software for use in gathering business intelligence and data analytics, monitoring business performance, tracking customer relationship data and providing analysis thereof, enabling customer onboarding, creating and maintaining marketing campaigns, and automating marketing processes; Software as a service (SAAS) services featuring software using artificial intelligence for machine learning, natural language processing, and data science; Software as a service (SAAS) services featuring software for providing a customer data platform based on behavioral analysis, predictive and prescriptive analytics and triggers, risk assessment, forecasting, API integrations, marketing automation, and data models; Software as a service (SaaS) services featuring software applications for the automation of financial services data analysis, consumer and commercial business insights, know your customer (KYC) insights, and visualized business intelligence (BI) dashboards, namely deposit, loan, insurance, customer acquisition and investment strategies; Software as a service (SaaS) services featuring software for customer behavior tracking, and payments and transactional data tracking; Software as a service (SaaS) services featuring software for tracking business intelligence (BI) trends via artificial intelligence (AI) large language models (LLMs), machine learning (ML) data science models, derived data model insights, sales and growth trends, sales attribution, conversion reporting and automated return on investment (ROI) analysis, automated data flows and Applicant Programming Interfaces (APIs) for predictive and prescriptive trigger models; Software as a service (SaaS) services featuring software for preparation of hyper-personalized persona profiles, onboarding and cross-selling offers, product tours, tooltips and hotspots, pop-up notifications, welcome messages, surveys, FAQs, videos, and marketing communications in the form of emails for intelligent and automated customer onboarding journeys, quantitative and qualitative surveys, and data; Software as a service (SaaS) services featuring software for generating predictive cross-selling journeys via omni-channel marketing communications, including but not limited to real time and automated email, SMS text, banner ads, social content, digital marketing, mobile and online banking, retargeting, website, out-of-home OOH, direct mail, IP targeting, call center, API integrations; Software as a service (SaaS) services featuring software for generating predictive cross-selling journeys through all public and private communications means
First Use Anywhere:
20200800
First Use in Commerce:
20200800
Classification
International Classes
035
036
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"PLATFORM"