October 23, 2025

The interop.io Client Forum
Midtown, Manhattan

Join Your Peers for a Day of Insights & Intelligence

Our 6th Client Forum brings together leaders from T. Rowe Price, JPMorgan, and TD Securities to share real use cases, hands-on AI/interop practice, and candid fireside chats. You’ll leave with practical strategies you can apply to your desktop workflows right away.

What to expect

Vision: What’s new at interop.io and where AI fits on the enterprise desktop.
Proof: Client spotlights and success stories with measurable outcomes.
Breakout Sessions: Choose the topic that resonates and leave with practical takeaways.
Community: Direct access to the engineers behind the platform, plus time to connect with peers.

Contact Us for Registration Details

What’s New This Year

Interop & AI

Explore how interop helps clients enable AI-powered workflows within the apps and platforms they already use. The interoperability platform you’ve built is the ideal foundation for AI — we’ll show you how.

Breakout Sessions

Join focused discussions with peers and interop.io experts. You’ll have the chance to attend two sessions, each designed to deliver practical, actionable takeaways.

1:1 Engineering Time

Back by popular demand — now with dedicated time slots for open-ended conversations with senior product engineers, without missing key presentations.

Agenda

08:00 – 08:45	Registration & Breakfast Come early for 1:1 Engineering Time — the room will be open for drop-ins.
08:50 – 09:00	Welcome Address Dan Schleifer, President, interop.io
09:05 – 09:45	What’s New with Interop & AI + Product Roadmap Leslie Spiro, CEO, interop.io; Bob Myers, VP of Product, interop.io
09:50 – 10:35	Client Spotlight \| Interoperability Use Cases Hear directly from clients such as T. Rowe Price in these use case presentations.
10:40 – 11:10	Fireside Chat: JPMC Connect Platform: AI Journey Ajay Mehta, Head of Connect Platform, JPMorgan Leslie Spiro, CEO, interop.io
11:30 – 12:20	Breakout Sessions \| Round 1 Pick which session resonates for you. These hands-on workshops will leave you with practical steps. AI Technologist Track interop.io’s io.Intelligence technologists share the latest on emerging AI standards, protocols, and practices. Learn how standards like MCP, A2A, and more fit into the io.Connect platform and product roadmap. Speakers: Lubomir Konstantinov, Distinguished Engineer, io.Intelligence Kalin Kostov, Team Lead, io.intelligence Nick Head, Lead Software Engineer, T. Rowe Price AI Business Track Practical guidance for governing and scaling AI in the enterprise. Learn how io.Connect helps centralize and control today’s key AI risks while enabling safe deployment. Speakers: Andy Menzies, Commercial Director, io.Intelligence Ivan Pidov, Lead Consultant, io.Intelligence io.Insights: Observability Kickstarter Guide Get hands-on with observability. Learn why it matters, what telemetry types to prioritize, and how to integrate them into your infrastructure to move from firefighting to proactive improvements. Speakers: Velko Nikolov, Team Lead, io.Insights Yordan Yordanov, Senior Product Manager, interop.io Interop UX: From Capabilities to Client Value See how Interop UX drives productivity and seamless user experiences across fragmented apps and workflows. Speakers: Luchiya Petkova, Product Design Lead, interop.io Tim Camuti, Director of Design and Research – Advisor Platforms, Wells Fargo Engineering 1:1s Bring your workflow challenges directly to our engineering team for open, no-signup conversations. Get hands-on advice, brainstorm solutions, and refine workflows throughout the day.
12:20 – 01:10	Lunch
01:15 – 02:05	Breakout Sessions \| Round 2 Repeat of Round 1 tracks — so you don’t miss out!
02:35 – 03:05	Fireside Chat: Evolving the Interop Platform — A Technologist’s Perspective Mak Irwin, Lead Software Engineer, TD Securities; Tom Herren, Director – FICC Technology, TD Securities
03:10 – 03:40	Fireside Chat: Maximizing Consultancy for Interop Success Dean Newport, Team Leader, Associate Desktop Experience, Fidelity Investments
03:45 – 04:10	FINOS Presents, What’s New? FDC3 Security Rob Moffat, Senior Technical Architect, FINOS
04:15 – 04:30	Winning Hackathon Team Presents! Showcasing their solution from concept to build.
04:30 – 04:45	Closing Commentary Leslie Spiro, CEO, interop.io
04:45 – 05:45	Happy Hour Reception & Networking Engineers available for 1:1 meetings throughout.

Exhibitors

Who Should Attend

Technology and product leaders, engineers, solution architects, and business owners responsible for trading, operations, or client-facing workflows who want AI and interoperability to improve user workflows and accelerate platform modernization — safely, quickly, and at scale.

2025 LONDON

Check out Client Forum Recap

The interop.io Client Forum in London brought together industry leaders to explore how interoperability is transforming financial workflows.

Hear From Our Clients & Partners

BestEx, a leading transactional cost analytics firm, serves more than 200 clients across multiple sectors. By partnering with interop.io, BestEx enables clients to access multiple platforms within a single ecosystem and share information seamlessly. Leveraging FDC3 technology, data moves quickly and securely between applications, accelerating product development and enhancing user workflows.

In this interview, Mackenzie Irwin, Lead Software Engineer at TD Securities, shares how interoperability helps their internal app development process. Key benefits include: Seamlessly integrating legacy systems, accelerating the delivery of new features with a modular tech approach to replace slow, monolithic structures, and enabling a faster feedback cycle with end users for early input and continuous improvement.

The interop.io Client Forum Midtown, Manhattan