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A trusted exchange for financial communications

OpenExchange is a global video exchange that offers broad video interoperability, supported by seasoned meeting specialists, to provide virtual experiences that actually work. Purposefully designed for the finance industry, over 1,300 sell side, buy side, and corporate issuers arrange direct and multipoint video meetings to deliver valuable investment content and corporate access in a secure and efficient manner.

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Face to face interactions are important to driving results

OE allows the relationship driven culture of the financial markets to connect, securely and with maximum impact.
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Investor Relations
Leverage c-suite and management time with investors for maximum effect
• Face to face dialog with financial community
• Brings dispersed management teams together
• Cost effective investor targeting
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Buy-Side Investors
Better access means more effective and timely investment decisions
• Engage directly with executives
• Access to remotely located industry experts
• Effectively bring together decision makers
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Sell-Side Community
Drive secure and differentiated research and corporate access programming
• Increase corporate access connectivity
• Connect to experts without travel logistics
• Optimize dynamic marketing opportunities

Our interoperability solution allows for a secure and patented approach to virtual meetings across the financial markets

Traditional Problem

Requires coordination of connection and security details with each participant
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OpenExchange Solution

OE's already done the verification work to connect with the other participants
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Multi-layered architecture delivers reliable results with a white glove approach to client service

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Security

• Compliance approved
• Safe, confidential and repeatable interaction
• Only authenticated users can join a meeting
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End-Point Flexibility

• Integrates with existing video equipment
• Telepresence, VC rooms, desktops, laptops, and audio
• Easy to utilize on all devices
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Connected Community

• Access to existing and growing community of over 1,300 firms
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C-Suite Trusted

• Thanked everyday by Fortune 1000 IT teams for seamlessly connecting C-Suite execs to their top investors

OpenExchange offers a mission critical managed solution

From the 'simple' one-on-one to the complex multi-point meeting.
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Case Studies:

Corporate Access

Corporate access has a west coast NDR with an empty end of day time-slot.  OE can facilitate a one-one-one meeting with an Asian investor and globally extend the NDR without logistics or time wasted travelling.

Research Marketing

A Research Analyst is looking to deepen a dialog with an under-served, and possibly difficult to travel to, account can now make an industry expert event accessible via video.

Buy Side

A new Buy Side analyst is diligently working to get up to speed; video provides an efficient way to invite them to several meetings/events in a short period of time thus accelerating their adoption curve.

Corporate IR

Investor Relations can honor their one-on-one requests at an industry conference should their management team have to cancel their participation with short notice.
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Case Studies:

Corporate Access

Through video, Corporate Access meetings can be used to maximize c-suite participation. Swapping a conference call into a video meeting, creates a impactful face to face interaction in a flexible, client-friendly format.

Research Marketing

A Research Analyst can group together 3-4 similar accounts and meet with relevant investment teams to review quarterly ideas and industry outlooks. Also works well when a sector team coordinates a series of meetings via video back-to-back.

Buy Side

The Sell Side can help introduce new members of management as well as arrange group meetings with multiple Buy Side accounts, relatively quickly when there is a time-sensitive event taking place.

Corporate IR

Virtual Group Meetings (‘VGMs’) offer a time and resource-saving alternative to time-strapped management teams.  VGM’s can target current investors, new geographies or under penetrated accounts, in a meaningful and pratical way.
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Case Studies:

Corporate Access

Corporate Access can use video to extend participation in industry conferences to regional sales offices or targeted accounts in disparate locations.

Research Marketing

Industry expert events hosted by Research can be made available to multiple accounts and create an event around the dialog with a broader footprint than one meeting in one market.

Buy Side

Luncheons and face-to-face group meetings during deal based road shows can help a Capital Markets team market to additional Buy Side investors and expand the impact of a time sensitive investment opportunity.

Corporate IR

Corporate IR can work with the Sell Side to have accounts that couldn’t make the event folded in via video, to optimize the time invested in attendance by management.

End-to-end project support for event production and management

Videography | Webcasting | On-Demand | Archiving

Pre production

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Customizable Events
• Registration pages
• Event reminder emails
• A/V testing and logistics
• Venue walkthrough

Live Event

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Event Management
• Interactive Q&A
• Integrated video and slides
• Around the clock support
• On-site event specialists
• State of the art A/V equipment

Post production

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Editing, Archiving & Distribution
• Full editing suite
• Motion graphics & music
• Highlight videos
• Transcriptions & closed captioning
• Real time reporting and analytics
• Archiving and storage

Leveraging video to connect to more investors

Interactive features make content more dynamic and engaging for end users
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Market Driving Trends

MiFID II – What’s a Smid to do?

As important regulatory changes unfold in Europe, how should small and mid-cap companies prepare?

While the legislation has been in the works for years, the sell-side community around the globe is now actively preparing for MiFID II, which will take effect in January 2018. These changes include how investment intermediaries that provide research and corporate access services are valued and compensated by the buy side, which could trigger-cost cutting and result in fewer investor conferences and non-deal roadshows. Be prepared to interweave video meetings into your IR strategy to ensure you can stay in front of investors not just in Europe, but also in the US and Asia.

“These new regulatory requirements originated in Europe. But MiFID will transform the entire global financial industry, impacting all financial organizations that have operations in European markets,” says Mark Loehr, OpenExchange’s CEO. ‘We have seen the challenges that face small and mid-cap (Smid) companies. Many don’t have the…

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What’s driving the growth of OpenExchange users?

OE use is multiplying as users see the impact of the efficiencies it drives and the quality of the interactions it fosters.
Research Meetings

Research Meetings

Research related meetings are a prominent category for OE and always receive increased focus as II voting season approaches. OE meetings allow sell-side analysts to deliver more content to their

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Virtual Group Meetings

Virtual Group Meetings

Created by OE, the virtual group meeting is a key distinguishing format that is changing the way the sell-side sees video meetings.  VGM’s allow 20-25 investors to participate in relevant

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C-Suite Participation

C-Suite Participation

From Energy, to consumer; Financial services to big Pharma, CEOs, CFOs and key business unit managers are seeing the value of participating in virtual meetings.  No longer do they have

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Budget Constraints

Budget Constraints

Budget pressure is driving how all participants assess their investment in investor meetings.  As many firms have looked to cut back on travel expenses, they are turning to OE to

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News & Resources

Updates

OpenExchange Shares First Half Update

OpenExchange Shares First Half Update

Virtual Group Meetings (VGMs) continue to be the most dominant meeting category at OpenExchange. Further, with the anticipation of changes caused by MiFID, more and more investors and corporates are

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OpenExchange expands local presence in Hong Kong

OpenExchange expands local presence in Hong Kong

With the expansion of on the ground staff in Hong Kong, OpenExchange continues to commit to being a global leader in virtual meetings, for a 24/7 customer base. Video production

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OpenExchange attends annual NIRI (National Investor Relations Institute) conference

OpenExchange attends annual NIRI (National Investor Relations Institute) conference

Aptly titled ‘Breaking the Mold’, NIRI conferences regularly bring the industry’s top IR thought leaders together to collaborate and extend the impact of their communication strategies. OpenExchange is a regular

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News

OpenExchange and FinTech Studios Sign Strategic Partnership Agreement to Integrate Video and News Content

OpenExchange and FinTech Studios Sign Strategic Partnership Agreement to Integrate Video and News Content

The agreement allows OpenExchange and FinTech Studios users in the financial services community to have more timely access to data, content, and management teams. Business Wire: OpenExchange, Inc. and FinTech

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LSEG’s and OpenExchange’s announcement regarding the ELITE Connect and OpenExchange partnership

LSEG’s and OpenExchange’s announcement regarding the ELITE Connect and OpenExchange partnership

Agreement allows OpenExchange and ELITE Connect users to interact using compatible online meeting conference solution, opening up further business opportunities across the globe. London Stock Exchange Group: ELITE Connect and OpenExchange

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OpenExchange issued key patent for Video Call Logic

OpenExchange issued key patent for Video Call Logic

The patent covers video call logic that is a game changer for secure videoconferencing in the financial services industry. OpenExchange also adds Citi as its latest strategic investor. Business Wire:

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Resources

IR Magazine: MiFID II: What’s a SMID to do?

IR Magazine: MiFID II: What’s a SMID to do?

IR Magazine, Summer 2017: As Important Regulatory Changes Unfold in Europe, how should small and mid-cap companies prepare? Click here to read more

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IR Magazine: Videoconferencing uptake driven by unexpected events

IR Magazine: Videoconferencing uptake driven by unexpected events

More IROs adopting video meetings to connect C-suite, says OpenExchange. It’s a situation familiar to most IROs: a last-minute emergency… Click here to read more

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IR Magazine: Videoconferencing: the next big thing

IR Magazine: Videoconferencing: the next big thing

The technology is moving from the fringes to the mainstream. As executive vice president for strategy and communications at… Click here to read more

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Next Steps…

To learn more about our capabilities or to request a demonstration
If you have a login for OpenExchange and would like to be connected to the OpenExchangeNetworks