Downloadable computer software using artificial intelligence (AI) for automating business workflows and generating, formatting, and reviewing business documents, spreadsheets, and presentations, for use in the field of financial services; Downloadable mobile applications using artificial intelligence (AI) for generating business documents and recording, transcribing, and summarizing meetings, for use in the field of financial services; Downloadable computer software plug-ins for generating, formatting, and reviewing business documents, spreadsheets, presentations, and emails using artificial intelligence (AI)

Analyzing and compiling business data; Preparing business reports; Business research; Providing business information

Software as a service (SAAS) services featuring software for automating business workflows and generating, formatting, and reviewing business documents, spreadsheets, and presentations, in the field of financial services; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for conducting financial and business research, analyzing financial and business data, and generating reports, investment memoranda, and presentations; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for business analytics; Platform as a service (PAAS) featuring computer software platforms for building, deploying, and managing artificial intelligence (AI) workflows and software agents for automating tasks, in the field of financial services; Providing temporary use of online non-downloadable software using artificial intelligence (AI) for automating meeting transcription and summarization