Downloadable computer software that allows a chatbot character to interact directly with clients through natural language processing in the fields of personal finance, asset management, wealth management, investment, and banking; downloadable computer software for conducting account transactions, securities trades, research, analysis and portfolio management activities; downloadable computer software for financial account management, financial information management, financial education, and customer support services

Financial advisory, financial asset management, wealth management, financial investment brokerage, banking, and financial investment consultation services; providing information, news, and commentary in the field of banking, personal finance and investment