Built for financial services - from the ground up

With its relationship-driven culture and dependence on meetings, you would think that community and collaboration technologies would play an important role in financial services. But the reality is more complicated. Regulations, security and privacy have made it harder to use these tools.

OpenExchange is a real-time community purpose-built for institutional investment professionals. It’s designed from the ground up around the unique requirements of the financial service markets.

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Why you need to join

OpenExchange bridges the geographic divide to extend your reach and make you more productive.
OpenExchange makes it easy to find and engage with your industry counterparts.
OpenExchange enables secure, trusted collaboration, designed for regulated industries.
OpenExchange streamlines corporate access and other B2B workflows.
INVESTOR RELATIONS
Grow your following and improve investor sentiment

For corporate entities, it’s often feast or famine: You struggle to get on the radar of buy- and sell-side firms or you’re forced to prioritize which ones to engage due to the finite resource of time.

In both circumstances, OpenExchange makes it easy for investor relations professionals to engage with their investor communities. OpenExchange provides a trusted community for discovering authenticated industry targets and the tools for coordinating and scheduling meetings. And, as relief from the frustrating exercise of coordinating executive travel schedules, OpenExchange allows you to bridge the geographic divide with secure, HD video from any desktop, device or conference room.

Investor relations members use OpenExchange to:

  • Bring together geographically dispersed executive teams for investor calls
  • Improve the richness and engagement of investor calls to build stronger relationships
  • Dramatically reduce the cost and effort of reaching a broader set of investor targets
  • Coordinate earnings preparation, crisis communication and accelerate decisions
SELL SIDE
Expand corporate access and enrich research creation and delivery

Many sell-side firms are seeking new ways to secure and differentiate corporate access practices and to drive growth in research and fee-based franchises. In many cases, the answer lies in web-based community, engagement and content-delivery models.

OpenExchange allows sell-side firms to expand their reach into buy-side and issuer communities. By extending existing corporate access procedures to a web-based platform, OpenExchange dramatically simplifies coordination of in-person corporate access meetings. In addition, it allows sell-side firms to grow their corporate access practices by augmenting in-person contact with secure HD video from any desktop, device or conference room.

The result is more corporate access meetings, which translate to billings; and more client value, which impacts client loyalty and retention. Sell-side firms also look to OpenExchange to package and distribute subscription-based research in value-added on-demand video-based formats.

Sell-side members use OpenExchange to:

  • Grow corporate access practices by scheduling and executing more meetings
  • Improve sales and marketing effectiveness by incorporating remote expert participants
  • Improve research effectiveness with better industry access and richer engagement
BUY SIDE
Drive deeper industry engagement for better investment insights

For buy-side firms, better access means more effective and timely investment decisions. But how do you become expert on specific issuers and sectors under the pressure of deadlines and when the volume of subjects exceeds your ability to keep up? How do you really get to know the C-suite when you’re limited to conference calls and the occasional in-person meeting?

OpenExchange provides a trusted community for discovering authenticated industry contacts and the tools for coordinating, scheduling and hosting on-demand meetings. As a welcomed alternative to time-consuming travel and ineffective conference calls, OpenExchange provides the richness and security of in-person meetings from any desktop, device or conference room.

The result is the sort of deep industry engagement that enables better investment decisions.

Buy-side members use OpenExchange to:

  • Improve fundamental research by engaging on demand with executives and experts
  • Improve sales and marketing effectiveness by incorporating remote expert participants
  • Accelerate and improve decision-making by easily bringing together distributed teams