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Downloadable computer software using artificial intelligence (AI) for storing, managing, organizing, and controlling content and documents for financial institutions; Downloadable computer software using artificial intelligence (AI) for financial institutions to create customizable workflows; Downloadable application programming interface (API) software for incorporating and customizing features into a financial institution’s content management and workflow management platform; Downloadable computer software for storing, managing, organizing, and controlling content and documents for financial institutions; Downloadable computer software for financial institutions to create customizable workflows

Business records management; Financial records management; Records management services, namely, document indexing for others; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Project management for others for business purposes in the field of content management and workflow management for financial institutions; Office functions in the nature of filing documents; Duplication of documents; Business assistance, advisory and consulting services in the field of assisting financial institutions in organizing and controlling their enterprise-wide content and document systems for offering financial services to their customers

Artificial intelligence as a service (AIAAS) featuring software using artificial intelligence for database management; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for storing, managing, organizing, and controlling content and documents for financial institutions; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for financial institutions to create customizable workflows; Providing on-line non-downloadable software using artificial intelligence (AI) for storing, managing, organizing, and controlling content and documents for financial institutions; Providing on-line non-downloadable software using artificial intelligence (AI) for financial institutions to create customizable workflows; Application service provider featuring application programming interface (API) software for incorporating and customizing features into a financial institution’s content management and workflow management platform; Providing on-line non-downloadable software for storing, managing, organizing, and controlling content and documents for financial institutions; Providing on-line non-downloadable software for financial institutions to create customizable workflows