interop.io Debuts AI & Interop at Client Forum

On April 29th, we gathered in London for our 5th interop.io Client Forum — a day packed with practical insights from clients like Citi, Redburn Atlantic, and Axpo, as well as forward-looking discussions on the future of trading technology.

One of the standout moments? The debut of our first AI enablement framework — powered by the new io.Connect MCP Server and designed to help you activate your AI systems across your enterprise desktop.

Watch demo to see Bob Myers, SVP of Product, showcase a real-world scenario: a wealth advisor receives a client request about Tesla exposure and uses AI to launch apps, generate a PowerPoint report, draft emails, and respond to multiple clients — all in minutes, within a connected desktop environment that respects existing permissioning and entitlements. Throughout the process, the advisor stays in control, reviewing and approving all AI-generated content before anything is finalized or shared.

The Strategic Advantage: Interoperability + AI

While many firms are actively investing in AI — particularly around agent workflows and fine-tuning models on internal data — these efforts are often complex, high-risk, and slow to deliver value. io.Connect offers a safer, more immediate alternative: enabling AI to operate inside the workflows and applications you already trust, through a governed and iterative approach you can use today.

Already trusted by leading financial institutions for unifying desktop applications and workflows, io.Connect now serves as your foundation for integrating AI into real-time user-centered workflows through our new Model Context Protocol (MCP) Server.

Using 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 result: AI in production — securely delivered, context-aware, and purpose-built for financial workflows.

Why It Matters: AI That Fits Into the Work You Already Do

With io.Connect and MCP, you don’t need to rebuild workflows or roll out new systems to incorporate AI. Instead, AI is embedded through the interoperability framework you already use.

This enables:

• Iterative adoption: Start small and expand — no need for massive upfront investments.
• Future flexibility: Adjust the balance between human and machine roles as AI evolves. Our framework supports the emergence of agentic AI — not as standalone entities, but as integrated participants in your existing workflows.
• Reduced risk: Embed AI into governed environments and avoid the hidden costs of disconnected deployments.
• Built for experimentation: Your interoperability layer becomes a stable foundation for exploring new models and AI applications.

In the demo, we showed how an advisor can collaborate with AI as a true assistant — not just receiving suggestions, but having the AI launch apps, extract data, generate personalized reports, and draft emails — all under user control. This is AI-in-the-Loop in practice: the human remains in the center.

Beyond the Browser: Real Action Across the Desktop

We believe AI should operate across the enterprise — not just within a browser tab.

That means instead of asking a chatbot, “Tell me more about this client,” and getting a summary, you can ask, “Send Alice Johnson an updated portfolio report with Tesla exposure.” The AI launches PowerPoint, assembles a custom presentation, drafts an email, and presents it for your approval — all within the desktop ecosystem you already trust.

With interop.io + MCP, AI doesn’t just answer questions. It takes action — securely, contextually, and across the full range of tools your team uses every day.

For Clients Already Using io.Connect

If you’ve already built a connected, governed workflow environment with io.Connect, the MCP Server allows you to take the next step — adding AI without starting over.

With io.Connect and MCP:

• AI agents can act inside your existing interop workflows
• The MCP Server enables AI to speak the same language as your applications
• You strengthen what’s already working — with minimal disruption and full control

It’s the fastest, safest way to bring AI into real-world production environments your users already trust.

For Firms New to Interoperability

If you don’t yet have an interoperability layer, io.Connect gives you the foundation to unify your environment and make AI genuinely useful.

Many organizations are facing alert fatigue, siloed systems, and AI tools that live in isolation. io.Connect solves that by creating an integrated desktop — where apps, data, and AI are connected and actionable.

With io.Connect:

• You eliminate the friction of toggling between disconnected systems
• AI insights are delivered directly to the applications where they make sense
• We provide both the interoperability platform and the AI enablement layer
• The io.Connect Notification Center offers a consolidated, controlled view of all notifications — whether surfaced from systems, apps, users, or AI models

Put AI to Use Today

Whether you’re modernizing your desktop for the first time or expanding a mature platform, interop.io helps you unify your workflows and integrate AI — securely, incrementally, and right away.