Arranging and conducting incentive reward programs to promote the sale of banking services; business information services, namely, providing customized company and industry performance analysis in the field of banking, finance, investments and insurance; providing business information in the field of company and industry performance; accounts receivable management services; accounts receivable billing services; administration and reconciliation of accounts on behalf of others; administration of business payroll for others; preparation of financial reports for others, namely, provision of consolidated reports and document images of banking and financial activity

Accounts receivable financing services; Banking services; business banking services; investment consultation, investment brokerage and investment management services; financial investment services in the fields of securities, mutual funds, certificates of deposit, and portfolio management; insurance agencies, insurance consultation and insurance administration services in the fields of accident, flood, fire, automobile, life, health, home, renters, long-term care, in-home business, watercraft, umbrella, liability, property, identity theft and employer insurance; financial evaluation for insurance purposes; administration of employee benefits plans concerning insurance and finance; accounts payable debiting services; mortgage banking services, mortgage lending services, mortgage brokerage services; commercial lending services; consumer lending services; issuing letters of credit; foreign exchange services, namely, foreign exchange transactions, foreign exchange information services and providing for the exchange of foreign currency; treasury management services; trust management accounts services; cash management services; online banking services; online business banking services; bill payment services; electronic payment, namely, electronic processing and transmission of ach, electronic check, electronic payment, invoice, bill, tax, and distribution payment data; tax payment processing services; providing information in the fields of banking, financial management, investment brokerage, investment management, financial investment in the field of securities, mutual funds, certificates of deposit, financial portfolio management, insurance, accounts payable services, mortgage banking, mortgage lending, mortgage brokerage, commercial lending, consumer lending, issuing letters of credit, foreign exchange services, treasury management services, trust management accounts services, cash management services, online banking, bill payment services, and tax payment processing services; consultation in the field of banking and electronic check transaction processing services, financial management, investment brokerage, investment management, securities, mutual funds, certificates of deposit, financial portfolio management, insurance, accounts payable services, mortgage banking, mortgage lending, mortgage brokerage, commercial lending, consumer lending, issuing letters of credit, foreign exchange services, treasury management services, trust management services, cash management services, online banking, bill payment services, and tax payment processing services

Education services, namely, providing classes, webinars, conferences, and workshops via global computer networks in the field of small and mid-market business development, money management, investing and financial matters; on-line journals, namely, blogs featuring information and research in the field of small and mid-market business development, money management, investing and financial matters