WSFS Financial Corporation, et al. v. BM Technologies, Inc. et al, dedc:1:2022cv00348

Managing automated teller machines for others; accounting and bookkeeping services, namely reconciling funds in automated teller machines for others;

Installation and repair of automated teller machines for others;

Business management consultation in the field of transportation logistics as it relates to armored car transport;

providing temporary use of on-line non-downloadable software for ATM management;

financial services, namely, providing for the exchange of dollar currency to fund bank accounts, namely, transferring funds into a bank account;

Accounting services and tax consultation; personnel management services, namely, providing management of domestic employees for others;

Financial, banking, trust, and investment services, namely, mortgage lending services, mortgage banking services, personal, business and commercial banking services, individual retirement account services, checking, savings, and money market account services; credit card and line of credit services; financial planning services; electronic transfers of funds; trust and fiduciary services, namely, acting as fiduciary representative; investment management consulting services; financial and investment advisory services; financial consulting services in the field of charitable foundations; family business office services, namely, investment advisory services, bill payment services, real estate management, and charitable contribution management; estate planning; insurance brokerage services for property, casualty, life insurance and annuities; consulting services in the field of fiduciary representatives; retirement planning services; and commercial, consumer, personal and real estate lending services;

Services customary in the banking industry, namely, banking, banking consultation,[ investment banking services,] mortgage and personal banking services, namely, origination, acquisition servicing, securitization, [and brokerage] of commercial and personal mortgage loans and online banking services;