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Financial and Business Services

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After years of turbulent change and a constantly shifting economy, the financial and business services sector is poised for growth. Increased competition, diversification, specialization, and the need for scale are stimulating M&A activity. Strategies to improve customer experience and concern about security and cyber threats are driving operational changes. Securities offerings, venture capital financing, licensing, and IP due diligence remain core priorities. Innovative product and service offerings and investments in technology are critical to spur growth and to achieve long-term business success and competitive advantage.

Fish represents many of the smartest and most inventive and successful organizations around the globe, including many of the largest banks, insurance companies, and investment firms in the U.S. These companies trust Fish with the assets that are essential to their livelihood and competitiveness — their intellectual property. We offer strategic counseling services to our clients that aim to steer them clear of pitfalls, avoid and diffuse litigation, capitalize on intangible assets, and maximize the return on investment of their intellectual property. The depth and breadth of our experience qualifies us to determine the best strategies to meet their business goals.

With more than 400 attorneys and technology specialists, we have an unparalleled track record in forming all-star teams who understand our clients’ industries and technologies. Our collaborative, one-firm concept positions us to handle complex matters on multiple fronts, including financial products, services, and systems; customer service technologies; information security technologies; and computer hardware, software, and engineering matters.

Our teams effectively partner on litigation, post-grant proceedings (including Covered Business Method (CBM) reviews for financial services–related patents), patent prosecution, and strategic patent portfolio counseling, as well as other IP licensing, regulatory, trademark, and copyright matters, to help maximize the value of our clients’ IP assets and protect their freedom to innovate, compete, and operate. The complete integration of our unparalleled patent prosecution, post-grant review, and litigation practices makes Fish especially well-suited to handle all patent-related matters of financial and business services companies, and to utilize all these tools in concert to achieve the best possible outcomes and advantages for our clients.

In the financial and business services sector, we have extensive IP experience in:

  • E-commerce and mobile technologies
  • Enterprise management systems
  • Financial information media displays
  • Financial systems and financial analysis software
  • Payment processing systems
  • Pricing threshold determinations
  • Financial products (e.g., exchange-traded funds and proprietary indices)
  • Securities trading
  • Shared/enterprise services

Our commercial litigation practice also services clients in this sector and achieves success on both sides of the docket. They are not, strictly speaking, lawyers who represent primarily plaintiffs or defendants. They solve problems — whether the clients are bringing the fight or having the fight brought to them.

See our Representative Client lists here.

Fish has top-rated intellectual property, litigation, transactional, and regulatory services to help you maximize the value of your IP. Because of the depth, breadth, and variety of technological and legal experience of our team, we are immediately familiar with virtually any technology.  See our full list of services here.

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Financial and Business Services

Financial and Business Services Team

What's Trending in Financial and Business Services

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November 17, 2015
Fish's Cynthia Walden Quoted in Law 360 Article, "6 Tips To Ensure Partner Meetings Aren't A Waste Of Time"
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April 16, 2015
Be Ready for the Next Internet Wave: Dot-Bank
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February 12, 2015
Principal Michael Zoppo Featured in The Metropolitan Corporate Counsel’s “Protecting IP Innovation in the Financial Services Sector”
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August 11, 2014
When Sleeping Dogs Aren’t Allowed to Lie
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April 3, 2014
Mark Cuban and Thomas Melsheimer: How the Feds Rig Their Prosecutions
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November 16, 2013
Garmin International, Inc. v. Cuozzo Speed Technologies, LLC, IPR2012-00001, Paper 59 (PTAB Nov. 13, 2013).
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August 7, 2013
Fish Principal Kelly Hunsaker Named a Women Leader in Tech Law by The Recorder
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April 23, 2013
Q&A With Fish & Richardson's John Dragseth
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March 21, 2013
Fish Wins Patent Infringement Case in Favor of the Chicago Board Options Exchange
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February 25, 2013
Fish Wins Summary Judgment for Travelocity in Texas Patent Infringement Lawsuit
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November 26, 2012
CROSSMARK Defeats Class-Action Certification in FLSA Overtime Lawsuit
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July 2, 2009
Fish wins the Gold Award for the “United States of America’s Best Law Firm 2009: Intellectual Property Practice"
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