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United Kingdom

£
Registered

on 27 Apr 2021

Last Applicant/ Owned by

Wealth Dynamics Limited

141-145 Curtain Road

London, , EC2A 3AR

Serial Number

UK00003633384 filed on 27th Apr 2021

Registration Number

UK00003633384 registered on
5th Nov 2021

Correspondent Information

Stephenson Law Limited

Suite 148, Waterhouse Business Centre, 2 Cromar Way, Chelmsford

Essex,

CM1 2QE

CLMi

software in the field of client and customer data and relationship management; computer software for use in customer relationship management; computer Read More

Classification Information


Class [9]
Computer & Software Products & Electrical & Scientific Products


Software in the field of client and customer data and relationship management; computer software for use in customer relationship management; computer software, computer software applications and computer software platforms for data and relationship management; computer software, computer software applications and computer software platforms for collecting, analysing and presenting client and customer data in order to identify and nurture prospective clients, onboard clients, manage client and customer communications, tasks and cases, service clients and customers, ensure compliance, manage client data, re-engage and market to clients and customers; computer software, computer software applications and computer software platforms specifically for use in the field of wealth management and private banking; computer software, computer software applications and computer software platforms for client outreach, client, acquisition, client conversion, client retention, and for encouraging client loyalty; computer software, computer software applications and computer software platforms for sharing and transferring customer and client data across a business and for management of that customer data and relationship; computer software for regulatory and compliance assurance and checks.

Class [35]
Advertising, Business & Retail Services


Management of sales and marketing leads and prospective client pipelines; customer relationship management.

Class [42]
Computer & Software Services & Scientific Services


Software-as-a-Service (SaaS) utilising and offering computer software integrations to deliver customer data and relationship management systems and platforms; Software-as-a-Service (SaaS) for client and customer relationship management; Software-as-a-Service (SaaS) for collecting, analysing and presenting client and customer data in order to identify and nurture prospective clients, onboard clients, manage client and customer communications, tasks and cases, service clients and customers, ensure compliance, manage client data, re-engage and market to clients and customers; Software-as-a-Service (SaaS) for use in the field of wealth management and private banking; Software-as-a-Service (SaaS) for client outreach, client, acquisition, client conversion, client retention, and for encouraging client loyalty; Software-as-a-Service (SaaS) for sharing and transferring customer and client data across a business and for management of that customer data and relationship; platforms for artificial intelligence as Software-as-a-Service (SaaS) in the fields of wealth management and private banking and customer data and relationship management; providing online non-downloadable software for use in customer relationship management; Software-as-a-Service (SaaS) for regulatory and compliance assurance and checks.

Mark Details


Serial Number

UK00003633384

Mark Type

Word

Kind of mark

Individual