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Trademark
Owner
Trademark: CLMi 2272470
Word
CLMi
ID
2272470
Trademark Type
Word
Status
Protected: Registered/protected
Application Date
27 October 2021
Registration Date
27 October 2021
Renewal Date
27 October 2031
Owner(s)
Wealth Dynamics Limited
Service
Baxter Patent Attorneys Pty Ltd
Goods and Services:
Class 9
:
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
:
Management of sales and marketing leads and prospective client pipelines
;
customer relationship management.
Class 42
:
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.