SALESPAGE

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 05 Jan 2024)

What this means for you

Registered since 11 Jul 2017. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (the §8 & §9 renewal is due by 11 Jul 2027, and its filing window is open now).

Record

Serial number
87256809
Registration number
5240893
Mark type
Stylized text
Filed
05 Dec 2016
Published for opposition
25 Apr 2017
Registered
11 Jul 2017
Next maintenance filing
§8 & §9 renewal, due by 11 Jul 2027 (grace period to 11 Jan 2028)
Attorney of record
Elliott J. R. Church

Goods and services

  • Class 009 — Scientific and electric apparatus: Software for the financial-services industry, providing features and functions to facilitate sales, namely: asset management; customer-relationship management; data integration; sales-territory management; analytics, reporting, and visualization; data security; mobile data access; sales-data management; transaction validation services; providing a means to consolidate and correlate asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data by sales territory; providing a means to track transaction data; providing a means to generate reports on asset, entity, and transaction data; contact management services; providing a means to integrate third-party data with proprietary data; client relationship management services; providing a means to cleanse sales data by detecting and removing duplicate data; transaction reconciliation services; facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; providing a means to summarize asset, entity and sales data by way of dashboards and traditional reports; providing a means to explore and drill-down into sales-data details; providing a means to analyze market-share data by zip code and sales territory; providing a means to identify competitive financial goods and services; providing a means to identify optimal office locations for new marketing campaigns; providing a means to correlate incoming data with existing data; providing tools to analyze sales data; providing a means to define and apply territory- and channel-management rules; providing a means to define sales territories based on line-of-business, company, geography, and/or sales channel; providing a means to analyze, optimize, and realign sales territory boundaries; providing a means to analyze the potential effects of a realignment of sales-territory boundaries; providing a hierarchal view of relationships between companies, offices, representatives, and support staff; providing a means to read, transform, and load data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; providing a means to control how data is shared; providing a means to assign sales prospects using rules based on line-of-business, company, geography and/or sales channel; providing a means to set sales goals and track production against territory assignments; providing a means to identify high-potential sales prospects and track campaign effectiveness; providing a means to implement an account-servicing workflow; providing a means to profile, categorize, and track investors
  • Class 035 — Advertising and business services: Management services for the financial-services industry, namely: asset management; customer-relationship management; data integration; sales-territory management; analytics, reporting, and visualization; data security; mobile data access; sales-data management; transaction validation services; providing a means to consolidate and correlate asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data by sales territory; providing a means to track transaction data; providing a means to generate reports on asset, entity, and transaction data; contact management services; providing a means to integrate third-party data with proprietary data; client relationship management services; providing a means to cleanse sales data by detecting and removing duplicate data; transaction reconciliation services; facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; providing a means to summarize asset, entity and sales data by way of dashboards and traditional reports; providing a means to explore and drill-down into sales-data details; providing a means to analyze market-share data by zip code and sales territory; providing a means to identify competitive financial goods and services; providing a means to identify optimal office locations for new marketing campaigns; providing a means to correlate incoming data with existing data; providing tools to analyze sales data; providing a means to define and apply territory- and channel-management rules; providing a means to define sales territories based on line-of-business, company, geography, and/or sales channel; providing a means to analyze, optimize, and realign sales territory boundaries; providing a means to analyze the potential effects of a realignment of sales-territory boundaries; providing a hierarchal view of relationships between companies, offices, representatives, and support staff; providing a means to read, transform, and load data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; providing a means to control how data is shared; providing a means to assign sales prospects using rules based on line-of-business, company, geography and/or sales channel; providing a means to set sales goals and track production against territory assignments; providing a means to identify high-potential sales prospects and track campaign effectiveness; providing a means to implement an account-servicing workflow; providing a means to profile, categorize, and track investors
  • Class 042 — Scientific and technological services: Software-as-a-service ("SaaS") services for the financial-services industry, provided by way of non-downloadable software accessible on web-based and mobile platforms by way of a global computer network, namely: asset management; customer-relationship management; data integration; sales-territory management; analytics, reporting, and visualization; data security; mobile data access; sales-data management; transaction validation services; providing a means to consolidate and correlate asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data by sales territory; providing a means to track transaction data; providing a means to generate reports on asset, entity, and transaction data; contact management services; providing a means to integrate third-party data with proprietary data; client relationship management services; providing a means to cleanse sales data by detecting and removing duplicate data; transaction reconciliation services; facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; providing a means to summarize asset, entity and sales data by way of dashboards and traditional reports; providing a means to explore and drill-down into sales-data details; providing a means to analyze market-share data by zip code and sales territory; providing a means to identify competitive financial goods and services; providing a means to identify optimal office locations for new marketing campaigns; providing a means to correlate incoming data with existing data; providing tools to analyze sales data; providing a means to define and apply territory- and channel-management rules; providing a means to define sales territories based on line-of-business, company, geography, and/or sales channel; providing a means to analyze, optimize, and realign sales territory boundaries; providing a means to analyze the potential effects of a realignment of sales-territory boundaries; providing a hierarchal view of relationships between companies, offices, representatives, and support staff; providing a means to read, transform, and load data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; providing a means to control how data is shared; providing a means to assign sales prospects using rules based on line-of-business, company, geography and/or sales channel; providing a means to set sales goals and track production against territory assignments; providing a means to identify high-potential sales prospects and track campaign effectiveness; providing a means to implement an account-servicing workflow; providing a means to profile, categorize, and track investors

Owner

Prosecution history

  • 11 Jul 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 05 Jan 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 05 Jan 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 05 Jan 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 11 Jul 2023 — TEAS SECTION 8 & 15 RECEIVED
  • 11 Jul 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 02 Sept 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 02 Sept 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 02 Sept 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 11 Jul 2017 — REGISTERED-PRINCIPAL REGISTER
  • 25 Apr 2017 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 25 Apr 2017 — PUBLISHED FOR OPPOSITION
  • 05 Apr 2017 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 15 Mar 2017 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 08 Mar 2017 — ASSIGNED TO EXAMINER

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