WHEN PERSONAL FINANCIAL INFORMATION MEETS AI, MAGIC CAN HAPPEN Trademark

Software as a service (SAAS) services featuring software using artificial intelligence (AI) for financial planning, literacy and to coordinate and monitor financial and banking services; Software as a service (SAAS) services featuring software for client engagement and lead generation for financial institutions; Software as a service (SAAS) services featuring software using retrieval-augmented generation (RAG) for investment education. planning and investmentproviding personalized financial planning and investment education.; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for client engagement in financial industry