SOFI FINANCIAL AUTO PILOT

credit card registration services; promoting the goods and services of others by awarding purchase points for credit or debit card use; promoting the goods and services of others by means of a loyalty rewards program

downloadable mobile applications for financial planning, account tracking, spending tracking, and to coordinate and manage financial, investment, and banking services; downloadable mobile applications for providing access and information in the fields of banking services, financial services, investment services, retirement plan services, real estate services, insurance services, and product and service discount services

mobile payment processing services, namely, credit card and debit card transaction processing services via mobile electronic devices; issuing credit cards; processing of credit card payments; credit card transaction processing services; providing personal loans and lines of credit; financing of personal loans; providing working capital financing to small businesses and small business owners; providing education loans; mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; home equity loans; providing home equity lines of credit; auto loan origination services; loan refinancing service; loan refinancing services, namely, auto loan refinancing, home loan refinancing, student loan refinancing, undergraduate and graduate education loan refinancing, medical and dental residency loan refinancing, parent loan refinancing, law school loan refinancing, masters of business administration loan refinancing; student loan servicing; providing student loan information; providing financial information services to students; online banking services; electronic financial trading and brokerage services; investment by electronic means; credit scoring services; financial information services, namely property value tracking, debt tracking, and spending tracking; financial advisory services; financial advisory services rendered using artificial intelligence (AI); financial advisory services in the field of budgeting and spending tracking, and recommendations; financial advisory services in the field of investment portfolio insights, analysis, and recommendations; financial, investment management, brokerage, and advice services in the fields of stocks, retirement account, bonds, options, commodities, futures, currencies, and securities; estate planning services; insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to insurance brokers, agents and agencies interested in those requests; insurance agency and brokerage services

Travel booking agency services; Travel lead collection and matching services, namely, matching consumer requests for travel bookings collected over the internet to travel agencies and travel providers

software as a service (saas) featuring software using artificial intelligence for financial planning, recommendations, account tracking, spending tracking, and to coordinate and manage financial and banking services