CASH FLOW GENIE

Arranging and conducting savings programs to bank customers to promote saving money and spending less money; banking services; financial services, namely, mortgage lending, commercial, retail and consumer loans, issuance of credit cards and debit cards; investment and fiduciary services, namely, financial trust administration, investment consultation, financial planning consultation, and stock brokerage services; insurance consultation and brokerage services; providing information and research in the field of finance and financial investments

Providing a web site featuring technology that enables users to capture, upload, download, store, organize, view, create, edit, encrypt, send and share receipts, documents, information, data, images, photographs, and electronic messages, all in the field of finance, accounting, bookkeeping, tax planning; providing temporary use of online non-downloadable software for use in the field of personal and business finance for accounting and tax management; providing temporary use of online non-downloadable software for use in the management of benefit plans, insurance plans and retirement plans; providing temporary use of online non-downloadable software for tracking income and expenses; providing temporary use of online non-downloadable software for managing online bank accounts; providing temporary use of online non-downloadable software to create and manage budgets; providing temporary use of online non-downloadable software to create, customize, print, export, and e-mail financial reports and cash flow statements; providing temporary use of online non-downloadable software to import contacts and financial data from other electronic services and software; providing temporary use of online non-downloadable software for synchronizing data among computers and mobile devices; providing temporary use of online non-downloadable software for database management, data aggregation, data reporting, and data transmission; hosting software for use by others for use in managing, organizing and sharing data on computer server on a global computer network