SET & SAVE

Providing an internet website and website portal accessible via mobile devices featuring business information in the field of money management to help others to build a better working relationship with their money, helping managing debt, increase income and participate in optimized financial products, all provided via an internet website, via a mobile application portal, and via phone-in services; financial data aggregation, namely, electronically collecting financial data from multiple accounts into databases for further financial review and analysis

Downloadable mobile application for financial services featuring intelligent savings solution using machine learning and artificial intelligence for providing intelligent savings solutions, online banking, transaction management, bill tracking and management, expense tracking and management, and account balance services and notifications, providing financial and bill payment alerts, savings account services, deposit savings account management, budgeting and budget balancing, savings account management, and providing account balance and activity notifications delivered via email, SMS, in-app, push notifications for tracking and managing income and expenses, retrieving financial account balances and financial transaction information via mobile phones, smart phones, and mobile telecommunication networks, managing long-term savings and investment services, including retirement accounts, and other intelligent assistance being goal based savings management, planning and saving for personal financial goals; Downloadable webinars in the field of personal finance to help others to build a better working relationship with their money, helping managing debt, increase income and participate in optimized financial products, all provided via an internet website, via a mobile application portal, and via phone-in services

Financial services, namely, personal financial management featuring intelligent savings solutions, namely, budget planning in the nature of income and expense transaction tracking using machine learning and artificial intelligence, financial management services; financial transaction services, namely, financial tracking and financial management of subscriptions and bill; Financial advice, namely, budget planning and account balance services in the nature of income and expense transaction tracking and notifications in the nature of financial information, savings account services, namely, electronic fund transfer, bill payment, budgeting in the nature of financial advice in budget planning and budget balancing, savings account management, contests and incentive reward programs to encourage customers to achieve savings goals, account balance account activity in the nature of financial information provided via notifications and communications delivered via email, sms, in-app, chat, chat bot, or push notifications, and providing financial information via notifications and communications delivered via email, sms, in-app, chat, chat bot, and push notifications; long-term savings and investment services, namely, individual retirement accounts services; providing credit scoring services and other intelligent assistance in the nature of financial transaction management; providing financial assessment to others and financial information to help others build a better working relationship with their money in the field of optimized financial solutions; providing an internet website and website portal assessable via mobile devices featuring financial information in the field of financial savings and investment including financial information helping to manage savings and debt, increase income and participate in optimized financial products; financial services, namely, savings account services and bill payment services provided through a website or mobile app; Providing an internet website and website portal accessible via mobile devices featuring financial information in the field of money management to help others to build a better working relationship with their money, helping managing debt, increase income and participate in optimized financial products, all provided via an internet website, via a mobile application portal, and via phone-in services

Providing an internet website and website portal accessible via mobile devices featuring financial education services, namely, coaching, classes, non-downloadable webinars, courses in the field of personal finance to help others to build a better working relationship with their money, helping managing debt, increase income and participate in optimized financial products, all provided via an internet website, via a mobile application portal, and via phone-in services

Providing temporary use of online non-downloadable computer software in the fields of personal financial management and financial transaction management featuring intelligent savings solutions using machine learning and artificial intelligence for purposes of online banking, transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, account balance services and financial notifications, electronic fund transfer, bill payment, budgeting, savings account management, account balance and activity notification