
Video
Watch the Replay: How FDC3 Is Re-shaping Front-Office Workflows
In the first webinar of a series on AI adoption with interop.io platforms, the focus was on the safe and rapid integration of AI into user workflows. Leslie Spiro, CEO of interop.io, and Bob Myers, SVP of Product, led discussions and live demos showcasing AI’s role as a Co-Pilot for wealth managers. The session emphasized the importance of client feedback and shared experiences, highlighting that significant investments in AI are not necessary to reap its benefits. Participants learned about various AI applications, including agentic workflows and Co-Pilot assistance, and were encouraged to engage in experimentation. Stay tuned for the next AI webinar coming soon!