Sm∆rtMeet Process Guidelines For Suppliers

STEP 1: Buy Your Meetings

from now until September 12 Buy your meetings. Contact your account manager.

Then, in mid-late August, we’ll reach out to you with next steps and more detailed guidelines.

STEP 2: Profile & Assign Participants

Starting late August through September 15 Complete your profile. Assign your Meeting Participants

STEP 3: Selections

Week of September 15 Review profiles and select whom you’d like to meet.

You will select 5x the amount of meetings you purchased (i.e. if you bought 10 meetings, the recommended selection is 50.)

STEP 4: Score Generation

September 22-28 Behind-the-scenes magic. Taking your selections and combining them with AI-enabled matchmaking technology generates meetings based on score.

STEP 5: Receive Scheduled Meetings

September 29 Your team receives its schedule of meetings generated by score and priority. Double opt-in meetings mean no meeting is generated that you didn’t select.

STEP 6: Meetings Onsite

October 27 & 28 Your team sends 1 member for the 1:1 meetings onsite at Money20/20 USA, knowing you can focus on driving new connections with ease vs. hustling for your next handshake.

We’ll have assistance onsite for any questions!

STEP 7: Complete Your Survey & Reconciliation

November We’ll be compiling data and checking who attended. For any meetings that did not happen, we will try to reschedule. If we cannot, we will reach out within 4 weeks of the show for a credit or refund.

Tasks	Start Date	Deadline	Time Commitment
1. Assign Meeting Participants		Friday, Sept 12	15 min
2. All Meeting Participants Make Buyer Selections	Monday, Sept 15	Friday, Sept 19 at 11:59 PM ET/8:59 PM PT	60 min
3. Receive meeting schedule via email	Monday, Sept 29
4. Take Meetings Onsite	Monday, Oct 27 and Tuesday, Oct 28
5. Submit Feedback	Monday, Oct 27	Wednesday, Nov 5	<15 min

• Only Money20/20 registered attendees will be able to participate in Sm∆rtMeet by Money20/20 meetings. The sooner you can register and assign names for those you want to take Sm∆rtMeet meetings, the easier it will be for you and your team.
• Sm∆rtMeet meetings are 1:1, which means you are only able to allocate 1 meeting participant to the meeting. If you bring more than 1 person to any one meeting, the extra participant will be asked to leave the hosted area.

Meetings will occur at designated tables within Hall A at The Venetian Convention Center. You will receive the table number for each meeting in advance of the show.