October 23, 2025
The interop.io Client Forum
New York City
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.
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: How Interop Accelerated JPMorgan’s “Coach” AI Assistant Ajay Mehta, Head of Connect Platform |
| 11:30 – 12:20 | Breakout Sessions | Round 1 Pick which session resonates for you. These hands-on workshops will leave you with practical steps.
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| 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 Irvin, Lead Software Engineer, TD Securities; Tom Herren, App Innovation & Design TD Securities |
| 03:10 – 03:40 | Fireside Chat: Maximizing Consultancy for Interop Success Speaker: TBD |
| 03:45 – 04:10 | Client Presentation: Simplifying the User Experience with MyIressPro Speaker: Iress, TBD |
| 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. |
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.
Read moreHear 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.