EXPERE

computer software for creating, completing and processing forms on electronic[, magnetic and optical]media used for banking, loan and deposit transactions; [forms used for banking, loan and deposit transactions all stored on electronic, magnetic and optical storage media;] pre-recorded computer programs and user manuals sold as a unit to financial institutions for implementing, documenting and monitoring customer loans and deposit accounts and interfacing with other computer systems of the user institution; database and knowledgebase software featuring banking regulations and requirements, forms and supporting documentation for completion of forms; computer database and knowledgebase featuring banking regulations and requirements[, forms and supporting documentation] recorded on electronic[, magnetic and optical] media and available on-line[; videotapes featuring federal, state and local tax information]

[Printed and partially printed forms used for banking, loan and deposit transactions; printed products and materials for financial institutions and organizations, namely, forms, agreements, contracts, signature cards, documents, promotional materials in the nature of drive-up envelope, statement enclosures, paper Lobby display signs, greeting cards, training and instructional manuals pertaining to the implementation and use of qualified retirement plans and tax shelter accounts; printed periodical publications, namely, newsletters and magazines pertaining to banking law and the education and training of bank directors, officers and employees, and newsletters pertaining to financial planning]

[Mail order catalog and telephone order services featuring products dealing with compliance issues of banking, lending, depository, retirement plan and securities institutions, namely, computer software, printed forms, videotapes, printed publications, namely, books, manuals, periodical newsletters, legal/technical bulletins, and kits comprising computer software, videotape and manual]

Financial management and financial consulting services, namely, compliance research, [tracking] and business translation [in the insurance] and financial services industries and providing such industries with training, auditing, compliance monitoring, [retirement plan services] and assistance with processing of printed, electronic, and computer-generated forms and documents used in such industries