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Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization in the field of finance; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization for financial advisors; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization in the field of finance; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization for financial advisors; Platform as a service (PAAS) featuring computer software platforms for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization in the field of finance; Platform as a service (PAAS) featuring computer software platforms for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization for financial advisors; Providing a website featuring non-downloadable software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization in the field of finance; Providing a website featuring non-downloadable software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization for financial advisors

Downloadable computer software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization in the field of finance; Downloadable computer software using artificial intelligence (AI) for meeting preparation, form-filling, document extraction, note-taking, emails, task automation, client management, team collaboration, workflow management, and data gathering and organization for financial advisors