Upcoming Webinar: Enhancing trader efficiency with interoperability – Innovative solutions for automated and streamlined trader desktop and workflows
17 September 2025
10:00am ET | 3:00pm London | 4:00pm CET
Duration: 50 Minutes
Traders today are expected to navigate increasingly complex markets using workflows that often lag behind the pace of change. Disconnected systems, manual processes, and fragmented user experiences create hidden inefficiencies that directly impact performance and risk management. Firms that can streamline and modernise the trader desktop are gaining a tangible edge – both in speed to market and quality of execution.
Interoperability, workflow automation and AI augmentation are emerging as powerful levers for transformation. By connecting applications, unifying data, and embedding AI into real-world workflows, firms are not just removing friction – they’re enabling sharper decision-making, faster response times, and new levels of trader productivity.
This webinar brings together industry leaders to explore what it really takes to enhance trader efficiency in today’s environment. Our expert panel will discuss best practices, share real-world use cases, and provide a forward-looking view on where interoperability and smart workflows are heading next.
Key topics we’ll cover:
- Closing the gap: Overcoming disconnected systems and legacy workflows
- Building interoperable environments that adapt to trader needs
- Embedding AI into workflows to assist decisions and reduce manual steps
- Creating user experiences that streamline decisions and reduce errors
- How automation and AI are reshaping the trader workflow landscape
- What’s next: Future developments in interoperability, AI and smart workflow design
Speakers:
Moderator: Mike O’Hara
Editor, TradingTech Insight
A-Team Group
More about our speakers:
Ajay Mehta
Head of Engineering Connect Platform
JP Morgan
Ajay leads Engineering for Connect OS, which is the Financial Desktop Platform for JPMorgan’s Global Private Bank and Wealth Management businesses. Connect OS includes the framework, developer libraries and the core applications and services widely used by all users and serve as the underlying foundation of navigation and wealth management workflows. Ajay has over 16 years of Wealth Management technology experience. Prior to Connect, Ajay was the Global Product Owner for Structured Products and Syndicates and before that he was a lead Engineer for Brokerage Trading and Global Investments.
Junaid Arshad
Product Development - Custody Data Management
State Street
Junaid Arshad is Product Lead for Smart Desktop applications that solve context-driven challenges and reduce operational risk. With over a decade of experience across trading, analytics, and automation, he delivers data-driven solutions that elevate decision-making, efficiency, and control across investment services.
Dan Schleifer
President and Co-founder
interop.io
Dan has spent his career building and taking to market enterprise software solutions to?evolve capital markets?technology and improve workflow across the industry. Dan’s passion for data visualization led to his co-founding of ChartIQ (which sold to S&P Global in 2022), and his drive to solve industry app overload led to his co-founding of the interoperability platform, Finsemble, in 2017. Dan is currently President and Co-founder of?interop.io, formed from the merger of Glue42 and Finsemble.
Sponsors
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