Professional Services with interop.io
interop.io provides professional services to assist clients in accelerating deployments and maximizing the value of the platform — including support for AI adoption. Our team of experts brings deep technical knowledge and capital markets industry experience to help you design modern, interoperable platforms and embed AI into workflows safely and effectively.
Who Benefits from Professional Services?
- Teams exploring AI integration but unsure how to begin
- Firms lacking deep expertise in desktop interoperability or AI in capital markets
- Organizations modernizing legacy systems while avoiding disruption
- Leaders aiming to stay ahead with cutting-edge interoperability initiatives
interop.io Professional Services helps you…
- Integrate new apps and/or multiple apps at once.
- Build a path forward when it comes to modernizing legacy systems and designing component-based (microservice) architecture using off-the-shelf platforms.
- Maximize the power of your current interop platform, for example: app connectivity, symbology mappers, enterprise app stores, UX design journeys, etc.
- Embed AI into workflows using interoperable design patterns that support both augmentation and automation
AI in Capital Markets — are your systems ready?
Our Professional Services team helps financial institutions adopt AI safely, incrementally, and effectively. Whether you’re integrating AI into your workflows, embedding AI assistants into trading systems, or building a long-term strategy for agentic automation, interop.io provides the technical and strategic guidance to get it done right.
Identify where AI can provide value in your existing processes
Bring AI systems (LLMs, copilots, agents) into your interop-enabled platform
Provide guidance in workflow development that keeps humans involved at the right points
Bridge conversational AI (e.g., ChatUI) with live enterprise applications
Platform Consulting Services
Platform Consulting Services were developed based on client feedback and experience in the field. Get extra value from the power of desktop interoperability. Whether it’s UX design journeys, custom connectors, or data mapping for specific use cases, we’ve got you covered. Select from our prepackaged offerings or combine several to suit your needs.
Accelerate AI adoption in capital markets with integrated, human-centered solutions.
- MCP Integration: Connect conversational AI systems to your interop-enabled apps to enable intelligent, context-aware workflows.
- AI Workflow Design: Define how AI supports, augments, and eventually automates tasks across your platform.
- Governance & Insights: Establish guardrails and capture behavioral data to ensure responsible AI use at scale.
- Solution Architecture: Advice and design of micro-frontend and desktop interop architectures.
- Bespoke Center of Enablement (CoE): Standards, guidelines, and governance processes for multi-team programs.
- Insights (Infrastructure): Metrics for design, capture and storage of user/system behavioral events.
- Business Analysis: Process and system analysis, design and AI-workflow mapping.
- Data Translation: Implementation of ‘Context Mapper’ for specific use-cases including AI.
- Workflow Integration: Implementation of adapters to third party apps and AI systems.
- Connectivity – New 3rd Party Adapters Development:
- UX Design: Review of existing navigational paths and mapping onto to-be workflows.
- Insights: Visualization of behavioral/system events to support workflow optimization and reporting.
- From Finsemble: Upgrade to io.Connect, a simple exercise with client involvement; not a chargeable service.
- From Competitors: Seamless migration from a competing platform, leveraging the investment you’ve already made in interoperability.
- FDC3 Client Migration: From in-house solution migration to FDC3.
Our Methodology
Our consulting practice divides engagements into two discrete categories, designed to cover the full lifecycle of a firm’s interoperability journey.
SPARK
A quick, targeted engagement delivering maximum output with minimum time and risk.
Scope Plan Activate Revise Kickoff
TORQ
A horizontal effort that delivers the efficiencies of interoperability to an organization at scale.
Target Optimize Refine Quantify
Transforming Challenges into Solutions:
Insights from Susan Walters
In this exclusive interview with the CEO of interop.io Professional Services, Susan Walters shares her perspective on delivering exceptional client outcomes.
Read InterviewCurious how interop.io Professional Services can help your firm modernize platforms?
