Consulting services in the field of software as a service (SAAS); Advisory services in the field of software as a service (SAAS); Software as a service (SAAS) services featuring software for data analytics, customer relationship management, workflow automation, trading and investment research, sales enablement, and business intelligence for use in the financial services industry; Software as a service (SAAS) services featuring software for using artificial intelligence (AI) for predictive analytics, pattern recognition, and generating trade recommendations; Software as a service (SAAS) services featuring software for organizing corporate events, roadshows, and analyst marketing; Software as a service (SAAS) services featuring software for creating, sending, and tracking email marketing campaigns; Software as a service (SAAS) services featuring software for tracking and reporting on client resource consumption and broker vote management; Providing temporary use of online non-downloadable chatbot software for natural language querying of financial data; Platform as a service (PAAS) featuring computer software platforms for data analytics, customer relationship management, and financial deal pipeline management