Everything you need to know about how the Exchange works, from matching and meetings to security and white-labelling.
What is 1:1 Exchange?
A secure, invitation-only platform that pairs the right people in short, pre-matched video meetings. Every meeting is matched for genuine relevance — never random — so the only conversations on your schedule are ones worth having.
What's the difference between the Peer, Supplier and Client Exchange?
The Peer Exchange connects the members of a network with each other, peer to peer. The Supplier Exchange is a curated alternative to the conference floor, where buyers choose which sponsor(s) they want to hear from. The Client Exchange gives a firm's invited top clients direct access to its own investment experts, on the firm's own branded exchange. All three options run on the same platform.
How does the Client Exchange work for asset managers?
The firm invites its top clients — the ones its portfolio managers would want to spend time with — and each client builds a profile once, which remains for future visits. Around each convening moment, such as a quarterly update or fund launch, the exchange activates: clients choose the themes they want to discuss, the platform presents the relevant specialists, and they select who to meet against the times that suit them — a flexible diary, not an allocated block. Rooms can also host multiple participants where the meeting warrants it, such as an analyst team meeting a portfolio manager. Every booking also tells the firm which products, themes and specialists are attracting client interest — intelligence that builds over time and can feed straight into its CRM.
How does the AI matchmaking work?
In the Peer Exchange, our AI reads every profile, surfaces the most relevant people, and — once selections close — builds every schedule on mutual interest first, then genuine relevance. In the Supplier Exchange, delegates choose the sponsors they want to hear from and receive their allocated times in the same sitting. In the Client Exchange, the platform presents the relevant experts by theme and clients choose their own times from a flexible diary — so nothing on any schedule is ever random.
Is it really fully white-label?
Yes. Every touchpoint your members see carries your brand, logo, palette and event URL, never ours. We build it, configure it to your audience and run it for you end to end, so there's no software for your team to learn.
How long are the meetings, and how are they run?
Meeting length is set to match the objectives of each exchange — short, focused sessions where volume matters, longer rooms where the conversation warrants it. Every session runs to time with an on-screen countdown, the organiser sets the maximum number of meetings per participant, and every schedule is delivered ready to download as an iCal file.
How secure and private is the platform?
Every meeting takes place in an encrypted, invitation-only room, with no dial-ins and no uninvited guests. It's built by Think Digital Group, with more than 23 years of running secure, broadcast-grade virtual events for regulated financial, insurance and professional audiences.