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CLMi

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CLMi
REGISTERED

on 20 Mar 2025

Last Applicant/ Owned by

Wealth Dynamics Limited

141-145 Curtain RoadLondon EC2A 3AR

GB

Serial Number

2187905 filed on 27th Oct 2021

Registration Number

TMA1301032 registered on 20th Mar 2025

Registration expiry Date

27th Oct 2031

Correspondent Address

BENOÎT & CÔTÉ INC.

560 boul. Crémazie Est3e étageMontréal

QUEBEC

CA

H2P1E8

CLMi

Trademark usage description

software in the field of client and customer data and relationship management; computer software for use in customer relationship management; computer Read More

Classification Information

Class [009]
Software in the field of client and customer data and relationship management; computer software for use in customer relationship management; computer software, computer software applications and computer software platforms for collecting, analysing and presenting client and customer data in order to identify and nurture prospective clients, onboard clients, manage client and customer communications, tasks and cases, service clients and customers, ensure compliance, manage client data, re-engage and market to clients and customers; computer software, computer software applications and computer software platforms for client outreach, client, acquisition, client conversion, client retention, and for encouraging client loyalty; computer software, computer software applications and computer software platforms for sharing and transferring customer and client data across a business and for management of that customer data and relationship

Classification kind code

11

Class [035]
Customer relationship management.

Classification kind code

11

Class [042]
Software-as-a-Service (SaaS) utilising and offering computer software integrations to deliver customer data and relationship management systems and platforms; Software-as-a-Service (SaaS) for client and customer relationship management; Software-as-a-Service (SaaS) for collecting, analysing and presenting client and customer data in order to identify and nurture prospective clients, onboard clients, manage client and customer communications, tasks and cases, service clients and customers, ensure compliance, manage client data, re-engage and market to clients and customers; Software-as-a-Service (SaaS) for client outreach, client, acquisition, client conversion, client retention, and for encouraging client loyalty; Software-as-a-Service (SaaS) for sharing and transferring customer and client data across a business and for management of that customer data and relationship; platforms for artificial intelligence as Software-as-a-Service (SaaS) in the fields of wealth management and private banking and customer data and relationship management; providing online non-downloadable software for use in customer relationship management.

Classification kind code

11

Mark Details

Serial Number

2187905

Mark Type

Trademark

Legal History

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Action TakenStatus
Submitted for opposition 22
on 7th Sept 2023		Search Recorded
Submitted for opposition 20
on 7th Sept 2023		Examiner's First Report
Submitted for opposition 256
on 27th Mar 2023		Notification of Possible Opposition Sent
Submitted for opposition 48
on 11th Oct 2022		Agent Changed
Submitted for opposition 48
on 20th Jul 2022		Agent Changed
Submitted for opposition 257
on 26th May 2022		Designation Notification - Madrid Protocol
Submitted for opposition 1
on 26th May 2022		Created
Submitted for opposition 31
on 26th May 2022		Formalized
Submitted for opposition 30
on 27th Oct 2021		Filed
Submitted for opposition 228
on 27th Oct 2021		International Registration