Business information and advisory services for the financial services industry, namely, providing data analysis, reporting, strategy and consulting services, and business research and data analysis services; collecting, compiling and analyzing business data and information; systematization of data in computer databases; marketing and promotion services; developing, coordinating and executing marketing and promotional campaigns in the financial services industry; consumer strategy business consulting in the fields of marketing, sales, operation, and product design particularly specializing in the use of analytic models for the understanding and predicting of consumer, business, and market trends and actions; business management consulting with relation to strategy, marketing, sales, operation, and product design, particularly specializing in the use of analytic and statistic models for the understanding and predicting of consumers, businesses, and market trends and actions; business consultation services in the field of company, business sector and industry data and research; business advice on the analysis of consumer behavior and needs provided with the help of sensory, quality and quantity-related data; providing business intelligence services in the financial services industry; market and competitive intelligence services; providing demand creation and lead generation activities and services

Financial analysis services in the field of consumer financial behavior for the financial services industry; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for the financial services industry

Providing group coaching, in-person learning forums, workshops and seminars in the field of consumer financial behavior for the financial services industry

Software as a service (SaaS) provider featuring software in the field of the financial services industry for financial data integration, extraction, ingestion, management, governance and warehousing; software as a service (SaaS) services featuring software for use in data integration, data transformation, data quality management, big data and data analytics, data management, and data governance, and technical software consulting related thereto; providing temporary use of non-downloadable cloud-based software for use in data integration, data transformation, data quality management, big data and data analytics, data management, and data governance, and technical software consulting related thereto; data warehousing; computer modeling and data modeling in the nature of the design of computer databases; data mining, namely, data conversion of electronic information, data normalization in the nature of modification and reconstruction of database systems for others, data integration in the nature of integration of computer databases for others, data modeling in the nature of the design of computer databases, predictive computer modeling; data automation and collection service using proprietary software to evaluate, analyze and collect service data; electronic data storage; design of information graphics and data visualization materials being multidisciplinary visual design services; consulting, configuring and customization of software for financial data integration, reporting, analytics, and business intelligence; data mining in the field of consumer financial behavior for the financial services industry