Sm∆rtmeet Process Guidelines For Suppliers

Last updated: 05/01/26

What and When:

STEP 1: BUY YOUR MEETINGS

From now until 20th March

On-time deadline is March 20, 2026 to get into the platform with no delays!

STEP 2: REGISTER PARTICIPANTS & GIVE ANY ADDITIONAL INFO

27th March

Register meeting participants, log-in and activate your account and provide any requested information to our onboarding team.

Note: Your team will not be able to make selections or be seen by Buyer companies until you have activated your profiles and assigned badges.

STEP 3: SELECTIONS

14th April - 21st April

Review profiles and select whom you’d like to meet.

You must select at least 4x the amount of meetings you purchased (i.e. if you bought 10 meetings, your required selection is 40 unique buyer companies.)

You should select all those from a company that are interesting to you because you’re competing for time/attention versus other supplier companies. You will not get scheduled with two meetings with the same company, so to maximize your chances of meeting with any firm, you should choose as many from a company that are interesting; however, when we talk about 40 unique selections, that will be selections across 40 unique companies.

STEP 4: SCORE GENERATION

Scores are generated by mutual match and interest level (meet versus must meet). Our algorithm then generates meetings based on score. Double opt-in meetings mean no meeting is generated that you didn’t select.

STEP 5: RECEIVE YOUR SM∆RTMEET SCHEDULED MEETINGS

4th May

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. This will come via email.

STEP 6: MEETINGS ONSITE

2nd & 3rd June

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: RECONCILIATION

Within six weeks post-show

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 (on-time deadline)	Cell	Friday, 27th March	15 min
2. All Meeting Participants Make Buyer Selections	Tuesday, 14th April	Tuesday, 21st April at 11:59 pm BST	60 min
3. Receive meeting schedule via email	Monday, 4th May
4. Take Meetings Onsite	Tuesday, 2nd June & Wednesday, 3rd June

Who:

We understand that who signs the contract is not always the main point of contact, so please let us know if someone else would be the better main POC for Sm∆rtmeet.

As the main POC, you will need to ensure that before the selection/preferences stage begins that your meeting participants are registered for Money20/20. If this is not done, your team will be delayed in being visible to Buyers and may limit your success in the program.

Meeting Participants are those who will be making selections and most likely taking the meetings. Although you can technically choose who will attend the meetings when you receive your schedule, your meeting participants are able to make preferences about who your company wants to meet with.

How many meeting participants will we need?

It is better to have >1 meeting participant as it can help maximize the chances of filling up your schedule. We recommend that for every 7 meetings, you have 1 meeting participant. (e.g. if your company bought 15 meetings, we’d recommend having at least 2 participants). Your company can have a maximum of 4 participants.

Can the person who is the main POC also be a meeting participant?

Yes, they can. You’ll just need to make sure to let us know and ensure that you are registered with a Money20/20 Badge.

If I’m the main POC, but I won’t be registering or going to Money20/20, how will I see the selections?

The selections phase is only visible to meeting participants, so you should ensure that whomever your meeting participants are, that you’re communicating with them on any goals, etc. We will follow up if we see that they have not chosen enough unique companies or made enough selections and if it goes without action, we’ll contact the main POC as well.

All-Star tip

Because some of your team may register independently of each other, please make sure that they’re careful with spelling their own name and their company name correctly. How they register directly feeds into our meetings platform, so we want to mitigate any possible errors. We give this tip, because we’ve seen it happen!

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.

Where and When:

You should have team members available and ready to take meetings during the 12 meeting slots as no meetings can be rescheduled once the meetings are published.

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

Rules of the Game

Your team will agree to be available for the 12 Sm∆rtmeet time slots during Money20/20.
Your team agrees to follow all timelines and recommendations for processes.
Refunds/credits are calculated post-show and determined by if the algorithm was not able to schedule meetings for you or if buyers did not show up. If your team does not complete the profile or selections stage as advised, this may affect your refund. Any meeting that is a no-show by a supplier will not be entitled to a refund.

Selections

After we send the email on Tuesday, April 14 that the Selections process has begun, your meeting participants will be able to log-in to their Money20/20 profile and make selections. They will be able to sort and also look through lists where our Buyers are separated by Retailer and Certified Financial Institutions.
Participants must simply choose “Must Meet,” "Meet” to indicate your preference. You can sort through some of our premade lists, or recommendations, or search by company. Your selections will be pooled as a company, so it works in your advantage to make as many selections as possible. You will not get more than 1 meeting with a person from the same company, so your team should choose everyone they are interested in meeting with. If there is someone you’re more interested in meeting with, then please mark “Must Meet” as the algorithm will work harder to schedule meetings where both buyer and sellers mark “Must Meet”.
Your team must make 4x’s the amount of selections that your company purchased. The more selections you make the higher chance you can fill up your company’s schedule.
There will be no additional opportunities to make selections once our selection phases close on September 9th.

Helpful Selections Process Reminders:

Remember, this is a team sport to fill up your schedule. Your meeting participants selections are pooled together, so the more the merrier. The more selections your team makes, the higher the likelihood your company will be able to fill their schedule. You’re competing for buyers’ attention versus other solution providers, so it’s very important that solution providers meet their minimum selection count. Using our prioritization buttons “Must Meet” and “Meet” will help you as the algorithm will first schedule meetings with mutual matches that are both ‘must meet’.
You’ll be able to choose who from your team takes the meetings later! Don’t worry about whose selection is yours or a teammates. We will maximize your teams’ likelihood for meetings and then after you receive your meeting schedule on September 29th, you’ll be able to decide who from your team is best to take the meeting.
No awkward meetings: remember, no meetings can be scheduled unless both a buyer and supplier are interested, and this is why the first most crucial step is increasing the probability of meetings, doing this by choosing the largest amount of selections and remembering to mark highest priority for your team. If there are multiple buyers from the same company, it is better to select all of them, than one.

These are the designated meeting times.

Please note: Because of the way our algorithm works, meeting participants must be available for all the time slots when we’re scheduling. Once you receive the schedule on September 29, so will the Buyer and we should not be rescheduling.

Start (CEST)	End (CEST)	Mins	Tuesday, 2nd June	Wednesday, 3rd June
11:00 AM	11:15 AM	0:15	Meeting Slot #1	Meeting Slot #7
11:15 AM	11:17 AM	0:02	Transition time	Transition time
11:17 AM	11:32 AM	0:15	Meeting Slot #2	Meeting Slot #8
11:32 AM	11:34 AM	0:02	Transition time	Transition time
11:34 AM	11:49 AM	0:15	Meeting Slot #3	Meeting Slot #9
11:49 AM	11:51 AM	0:02	Transition time	Transition time
11:51 AM	12:06 PM	0:15	Meeting Slot #4	Meeting Slot #10
12:06 PM	12:08 PM	0:02	Transition time	Transition time
12:08 PM	12:23 PM	0:15	Meeting Slot #5	Meeting Slot #11
12:23 PM	12:25 PM	0:02	Transition time	Transition time
12:25 PM	12:40 PM	0:15	Meeting Slot #6	Meeting Slot #12

Sm∆rtmeet at Money 20/20 Europe will be located at Hall 2 within the Show Floor at the RAI.

FAQs

My company bought 10 meetings and I see 10 companies I want to meet with and I select them - am I done?

Congrats on finding 10 companies you’re interested in meeting with, but no, you’re not done yet! Sm∆rtmeet’s meeting process is driven by mathematics, which requires all participants to make a minimum amount of meeting selections to ensure your success. Your company should be making 4x’s their meeting cap (i.e. 4 x 10 meetings purchased = 40 selections). You may only see 10 that you want to meet with, but this is a great time to collaborate and invite other colleagues to make their selections as well. Remember, this is double opt-in, meaning both suppliers and buyers have to mutually match in order for the meeting to be scheduled. That, and you’re competing for time and attention with other suppliers. The more selections means the more mutual matches, which means the higher chance you will fill up your meeting schedule.

I see several Buyers I’d like to meet with, but there are some that are on the top of my list. How do I make sure I’m meeting with the ones that are my priority?

Can I get the list of Buyers in Excel?

No, you have to make all selections in our portal. Privacy and confidentiality are very important to Money 20/20, so this is also a great reminder that the Sm∆rtmeet buyer list should not be shared, downloaded, or used outside of Sm∆rtmeet by Money 20/20. Please remember that these Buyers have agreed to take meetings and that Sm∆rtmeet is making it more efficient in which to do so, so reaching out to them outside of the program during the selections process is not allowed.

How does the reconciliation process work?

This process starts preshow and concludes six weeks post-show and will reconcile how many meetings were purchased, scheduled, and inevitably happened for your team. If your team completes fewer meetings than they purchased due to meetings not being able to be scheduled or a Buyer missing a meeting, the team will reach out six weeks post-show on the amount of credit/refund owed and possible next steps. If your team fails to show up for a meeting and the Buyer shows up, then that will not be entitled to a credit.

Can we have more than one meeting at the same time?