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Capital Markets Meetings

When your meeting cannot fail, OpenExchange delivers seamlessly and securely.

Capital Marketing Meetings

You receive a specialized team within our broader organization:

  • Capital Markets Trained Specialists – Your specialists receives custom training. OpenExchange staffing works to keep your team members consistent wherever possible.
  • Interoperability Across Platforms – We leverage the strengths of the interoperability that OE delivers while siloed to maintain appropriate amounts of confidentiality.
  • Workflow Based on the Road Show Model – We’ve perfected our workflow from meeting set up, attendee management through to billing. Plus, we provide flexible cancellation policies.

Our workflows

We understand the unique demands of capital markets-related meetings. Your meetings will work regardless of technology, complexity, location, or time of day. Our workflows include:

Our Workflows

Tick Flexibility on lead time

Tick Global coverage year round

Tick Sunday evening team for weekend updates

Tick Attendee confirmations (small, large groups and webinars); 1v1 on request

Tick Lobby driver to confirm attendance/manage investors/renaming, etc.

Tick Room rider to attend to corporate needs/ confirm when ready for investors

Tick Manage slides when requested

Tick All specialists helping manage audio/video/ connections/ optimizing experience

10

10 of the Top 10
Investment Banks

3,000+

Corporate Clients

24

Time Zones

2,325+

Virtual Conferences Produced

540,000+

Virtual Meetings Facilitated

4.8 Million

Interactions