INTELLIGENCE MEETS ACTION

Interop & AI

Your teams are ready for AI — but are your systems? io.Connect brings action and intelligence together across your enterprise faster than you thought possible. Bring AI to your users today, with a safe and incremental approach.

From Insight to Action

io.Connect integrates all your enterprise applications — legacy, web, in-house, and third-party — into a unified, context-aware environment. Trusted by global institutions, it’s the interoperability platform behind mission-critical workflows across the financial industry. Now, that same proven foundation extends to AI. Any of these applications can be easily made available to your AI systems — enabling chat UIs, copilots, or autonomous agents to access context, take action, and participate in real-time workflows.

With io.Connect, your AI systems can:

Launch applications in the right workspace, with the right data
React to live user context (such as client focus, workflow stage, or screen activity)
Trigger downstream workflows across systems — no custom wiring
Operate across on-prem, hybrid, and cloud-native environments

The Problem? AI Isn’t Fitting into Workflows

Organizations are racing to deploy AI, but many are hitting roadblocks when trying to integrate these powerful capabilities with existing workflows. The result? Disconnected AI tools, frustrated users, and unrealized potential.

Siloed Experiences

AI lives in standalone chatbots or tools that don’t connect to where work actually gets done.

Adoption Friction

If a model isn’t embedded into the apps users already trust, they won’t find it — or use it.

Governance Issues

IT teams can’t monitor dozens of disconnected models with no visibility into what’s being asked or acted on.

Build an AI-Driven Experience

io.Connect unifies live user context and AI systems — enhancing decisions while keeping humans actively involved.

Human-Centered AI

Human-Centered AI brings AI into workflows as a collaborative partner. By embedding AI into familiar applications through interoperability, teams gain real-time insights and support while staying at the center of every decision.

Agentic AI Readiness

io.Connect enables agents to interact across applications, trigger actions, and follow complex business logic — all within governed enterprise environments. Our incremental approach lets you introduce Agentic AI with the level of autonomy and human supervision that fits your strategy.

Context-Aware Orchestration

Detect what users are doing and share that context across connected apps and AI systems.

AI-Powered Recommendations

Surface relevant suggestions, alerts, and insights directly in the user’s workspace.

AI-Assisted Interoperability

Introduce AI into your environments the same way your users already manage cross-system workflows today — through a governed, context-rich, and user-centered interoperability layer.

An Iterative, Flexible AI Strategy

You don’t have to define your entire AI strategy up front. With io.Connect, AI enablement can start small and scale at your pace.

Human-Centered AI

AI adoption isn’t just about adding intelligence — it’s about making sure that intelligence works in service of the people using it. Human-Centered AI embeds AI into the workflows, applications, and environments your teams already rely on. It also lays the groundwork for Agentic AI — systems that can operate semi-autonomously, escalating to humans only when needed.

With io.Connect, AI becomes a smart, responsive assistant inside trusted systems — surfacing insights, taking action when prompted, and supporting decision-making without requiring teams to switch platforms or change how they work.

Learn more about Human-Centered AI

Introducing the io.Connect MCP Server

As AI capabilities grow so does the complexity of integrating them into real workflows. The io.Connect MCP Server provides a secure interface between LLMs (and your own local models) with our interoperability platform.

What is an MCP Server?

The Model Context Protocol (MCP) is a standard that allows AI models to access application context, take action, and communicate with apps through a consistent, vendor-neutral interface.

The io.Connect MCP Server lays the foundation for agentic AI on the desktop: systems that understand intent and can initiate and complete tasks across your environment. This is how AI becomes truly useful in enterprise workflows.

The Wave of AI: Why Financial Services Need Interoperability Now

The financial services industry is in the midst of an AI revolution. Yet, despite billions of dollars spent on development, many of these applications face a critical roadblock: they lack the infrastructure to deploy effectively. The solution? Interoperability.

AI and Wealth Management

Wealth management firms are investing heavily in AI-powered assistants, but without a strategy for seamless integration, they risk introducing yet another layer of fragmented technology to an already overloaded advisor desktop.

Interoperability is Key to Enterprise AI

The io.Connect platform — now with MCP support — is your path to intelligent, contextual, actionable AI at scale. The best part is, we’ve been in the business of connecting tech and simplifying user journeys since the very beginning. Adding AI into the mix is a challenge we couldn’t be better prepared for.

If you’re planning enterprise AI deployments and want a smarter, more sustainable way to bring them to life across the desktop, contact us.

Let's Talk AI