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Financial and Business Services

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xAfter 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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April 30, 2020
USPTO Further Extends Certain Patent and Trademark Deadlines under CARES Act to June 1
Legal Alerts
COVID-19
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April 2, 2020
USPTO Announces Extensions Available for Some Patent and Trademark Deadlines if Due to COVID-19 Issues
Legal Alerts
COVID-19
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March 30, 2020
Coronavirus Bill Authorizes USPTO and Copyright Office to Adjust or Waive Statutory Deadlines
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COVID-19
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Event
July 24th, 2019
Protecting Innovations in the Financial Services Industry
Speaking Engagement
Sponsorship
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June 6, 2019
Michael Zoppo Authors Article in Bloomberg Law, “INSIGHT: Financial Services Patents Surviving Roller Coaster From 2014 High Court Decision”
Articles
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Event
March 20th, 2019 | 1:00 pm EDT
Webinar: Patenting Software - A Case Study in Overcoming Alice
Webinar
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January 16, 2019
Fish & Richardson Grows Firm With 14 Associates
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October 4, 2018
Fish & Richardson Wins Federal Circuit Affirmance for USAA
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June 28, 2018
Fish & Richardson Attorney Ricardo Bonilla Named a 2018 On the Rise – Top 40 Young Lawyer by the ABA
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News
Event
July 25th, 2018
World Congress' 15th Annual Summit on Protecting Innovations in the Financial Services Industry
Speaking Engagement
Sponsorship
Event
April 5th, 2018 | 8:45 am CDT
The State Bar of Texas: International Law 30th Annual Institute
Speaking Engagement
Event
February 7th, 2018 | 12:00 pm EST
DC IP Roundtable for Startups: Corporate and Securities Issues for Entrepreneurs
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