STRUM PLATFORM
LIVE

Serial Number

98875712

Owner

Strum Agency Inc.

Attorney

Bradley J. Zentz

Filing Date

Nov 27, 2024

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STRUM PLATFORM Trademark

Serial Number: 98875712 • Registration: 8173409

STRUM PLATFORM is a trademark filed by Strum Agency Inc. on November 27, 2024. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Strum Agency Inc.

1200 6th Avenue, Suite 900
Seattle, WA 98101

Entity Type: 03

Trademark Details

Filing Date

November 27, 2024

Registration Date

March 17, 2026

Published for Opposition

January 27, 2026

Goods & Services

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

Automated financial services data analysis

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

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Mar 17, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
Mar 17, 2026 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jan 27, 2026 NPUB
PUBLISHED FOR OPPOSITION
Jan 27, 2026 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jan 21, 2026 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 2, 2026 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 20, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 20, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 20, 2025 TROA
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Aug 20, 2025 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Aug 20, 2025 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 21, 2025 GNRN
NON-FINAL ACTION E-MAILED
May 21, 2025 GNRT
NON-FINAL ACTION WRITTEN
May 21, 2025 CNRT
ASSIGNED TO EXAMINER
May 20, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 27, 2024 NWOS
NEW APPLICATION ENTERED
Nov 27, 2024 NWAP