Recap: interop.io Client Forum 2025 — Innovation & Partnership

Last week, we welcomed leaders from across the financial industry to New York City for our 6th annual Client Forum — and it was our most engaging event yet.

With strong participation from both the sell side and buy side and full breakout rooms throughout the day, one theme came through clearly: interoperability is foundational to the future of the trading desktop — and partnership is what makes it possible.

A Day Built on Partnership

Interop means collaboration at every level.

CEO Leslie Spiro kicked off the day by highlighting the importance of partnership — not just between systems, but between teams, clients, and end users.

What’s the difference in 2026?

A partner-level approach that helps clients reach production faster:

• Multiple versions: upgrade and innovate without disruption
• Automated testing: repeatable, reliable rollouts in your environment
• io.Intelligence: real AI workflows, securely in production
• Consultancy growth: expert guidance to accelerate time-to-value

That theme echoed across every keynote, case study, and breakout session.

Product Vision + Real-World Impact

Head of io.Intelligence and SVP, Product Bob Myers opened the day with an introduction to io.Intelligence and a look at the io.Connect product roadmap, showing how interoperability + AI is transforming workflows today — and how io.Connect gives firms the secure, flexible foundation they need for AI initiatives.

Roadmap themes include:

• Workflow integration
• Developer & support usability
• Accelerating adoption
• Enhanced UX

Clients: reach out to your account manager for a copy of the roadmap deck, including what’s coming in the io.Connect Desktop 10.0 release.

Curious if a workflow is a good fit for AI? Wondering if you’re ready to implement AI copilots? Book a 1:1 consultation with our io.Intelligence team and we’ll discuss your use case and AI strategy.

Client Stories That Inspire

This year’s speakers highlighted real production success and practical innovation:

• T. Rowe Price — Nick Head, Lead Software Engineer
  Transforming the equity trader workflow with FDC3 and solving trader pain points.
• FINOS — Rob Moffat, Senior Technical Architect
  The latest on FDC3 and security standards.
• TD Securities — Mak Irwin, Lead Software Engineer, & Tom Herren, Director, FICC Technology
  How two engineers built a unified sales & trading platform (Atomic) — and the interop.io features that made it possible.
• JP Morgan — Ajay Mehta, Head of Connect Platform
  Inside the JPMC Connect Platform journey (powered by interop.io) and the evolution of AI Coach.
• Fidelity Investments — Dean Newport, Team Leader, Associate Desktop Experience
  “We couldn’t have done it without interop.io as a partner and teammates.”

These stories underscored a fact that is becoming more and more evident: innovation accelerates when teams and technology work together.

Hands-On Sessions & Community Moments

From UX best practices to an io.Insights observability kickstart guide to AI production playbooks — attendees chose from five breakout tracks designed to dive deep into the workflows that matter.

And the day wasn’t just sessions — it was engineers at whiteboards, hackathon winners demoing their projects, and 1:1 conversations that sparked new ideas and collaborations.

Huge appreciation to:

• Our engineering team for answering nonstop questions
• Our hackathon winners for asking: “What can we build next?”
• Toni Petrov for championing the developer community
• Our marketing team for seamless logistics
• Our clients and partners for the questions, conversations, and surveys — your feedback directly shapes our roadmap

A Fun Finish — and Great Feedback

To cap off the day — congratulations to Ari Sitara from Vanguard, who completed six surveys to win our “Interop Orange” iPhone giveaway.

Early feedback has already been energizing:

“Thank you for a great client conference!” — Liam
“It was a great event!” — Jason
“We find client use cases extremely valuable, let’s see more next time.” — Monica

Message received — and we value your feedback. We look forward to our next client event!