PINECONE

Downloadable computer application software for mobile phones and computers, namely, software for business management, financial planning and analysis, customer relationship management (CRM), marketing automation, educational training, data analytics, and document management; Downloadable computer application software for mobile phones and computers, namely, software for integration and management of business processes in the fields of financial advising, wealth management, insurance services, and business development.

Professional business consulting services; Professional business consulting services, namely, strategic planning, organizational development, financial management, and marketing strategy consulting; Business management consulting in the areas of operational efficiency, technology integration, client relations, human resources, and compliance; Business development consulting services focusing on market analysis, client acquisition strategies, brand development, digital transformation, and competitive positioning; Providing business intelligence services and analytics; Consulting services in the field of customer relationship management (CRM) and customer service management; Advisory services relating to business risk management; Business consulting services in the fields of financial advising, wealth management, insurance brokerage, and business scaling strategies.

Educational services, namely, providing online and in-person training sessions, workshops, webinars, instructional courses, and educational conferences in the field of financial advising, wealth management, insurance brokerage, business development, sales strategies, marketing, and technology use in business; Educational services, namely, providing online interactive courses, training materials, educational videos, webinars, and collaborative educational tools in the fields of financial planning, insurance services, business management, marketing strategies, technology integration, and data analysis.

Providing on-line non-downloadable software for business analytics, customer data management, financial planning and reporting, automated marketing and advertising activities, educational training and resource management, and cloud-based data storage; Providing on-line non-downloadable software for workflow automation, document processing, and CRM in the fields of financial services, insurance brokerage, business administration, and marketing.