FINANCIAL INSIGHTS & TECHNOLOGY SOLUTIONS
Mark Identification

FINANCIAL INSIGHTS & TECHNOLOGY SOLUTIONS

Serial Number

88344344

Filing Date

Mar 18, 2019

Registration Date

Nov 17, 2020

Trademark by

PACIFIC COAST BANKERS' BANK

Active Trademark

Classification Information

consulting and information concerning accounting; business consulting and information services; business risk management consulting; business consulting services, namely, analyzing the profitability of financial institutions

Advertising and Business

loan and portfolio financial management for financial institutions; loan pricing services, namely, providing information to financial institutions to assist in setting loan prices; asset liability management reporting and analysis, namely, analyzing and reporting on the process of a financial institution's management of assets and cash flows to reduce the institution's risk of loss; financial risk management consulting; financial risk analysis; credit risk management consulting; risk management consulting; financial risk assessment services, namely, stress testing loan portfolios of financial institutions, namely, credit stress testing, liquidity stress testing, and interest rate risk stress testing

Insurance and Financial

software as a service (SaaS) services featuring software for use by the financial services industry in loan pricing, profitability analysis, asset liability management reporting and analysis, financial portfolio analysis for financial institutions, financial risk analysis, financial risk management, credit risk management, risk management, regulatory compliance, stress testing loan portfolios of financial institutions, namely, credit stress testing, liquidity stress testing, and interest rate risk stress testing

Computer and Scientific

regulatory compliance consulting services in the field of finance and banking

Personal