May 6, 2026

The Fintech House, Lisbon

Unlock GenAI's power in banking and insurance at immersive one-day session

The Concept

FinAI Playbook is the evolution of FinAI Conf into a high-impact, executive, hands-on session format.

It is a one-day immersive executive session, focused on how GenAI is actually being used today inside banks and insurance companies, by real teams, on real processes.

AI Value

Implementation AI in 3-12 months

Practical frameworks and decision models

Business, risk, compliance and technology

Concept

Last Edition

Agenda

Choose your sessions

Insurance

75 min.

10:00 | AI-Driven sales, distributions & customer engagement

After mapping how the commercial workflow should operate with AI support, partners demonstrate practical ways to assist agents, brokers, or relationship managers

António Pachedo de Castro

Co-Founder of FRANK

Financial‑strategy expert who leverages data and AI to transform sales, distribution, and customer engagement across the insurance industry.

Banking

75 min.

10:00 | Rewiring Compliance Operations with AI

How AI can be embedded into compliance workflows to enhance monitoring, case investigation, documentation, and reporting

Ritesh Singhania

Co-Founder and CEO of Zango

AI‑focused compliance expert transforming how organizations streamline and scale regulatory operations

Banking

75 min.

10:00 | Customer Service

How AI can transform customer service operations, from real-time assistance and case resolution to proactive engagement. The focus is on improving response times, consistency, and customer experience.

General

15:00 | Building the Data Foundations for AI

AI initiatives succeed or fail based on data availability, quality, ownership, and accessibility. In this session, participants explore what “data readiness” truly means in practice, how leading institutions prepare their environments, and which concrete steps operational teams can take to remove blockers and accelerate AI deployment.

60 min.

Francisco Bento

Product Lead at Daredata

Product leader and serial founder who has built data-driven platforms from the ground up and knows firsthand what it takes to get the foundations right

General

15:00 | Scaling AI with Trust, Control and Accountability

The difference between using AI as a tool vs. redesigning work with AI. How AI-native teams structure decision-making and execution. Where leverage is created across commercial, operational, and strategic activities

60 min.

Carina Branco

Partner at Morais Leitão

Technology and IP law partner helping organizations scale AI with the legal trust, governance and accountability frameworks required for responsible adoption

Catarina Santos Nunes

COO & CCO at Starkdata

AI governance expert leading the implementation of trust, control, and compliance frameworks across highly regulated sectors including banking, healthcare, and the public sector

General

11:45 | AI enabled Services

How AI is enabling entirely new services that were previously manual and unscalable. How organizations are productizing AI-driven capabilities to create new revenue streams, faster delivery models, and differentiated customer offerings.

75 min.

João Freire de Andrade

Executive Director of Start Ventures and President of Portugal Fintech

FinTech and venture‑capital leader applying AI to redesign and scale next‑generation financial services

General

11:45 | Becoming AI-Native: Rethinking How Work Gets Done

The difference between using AI as a tool vs. redesigning work How AI-native teams structure decision-making and execution. Where leverage is created across commercial, operational, and strategic activities

75 min.

Marta Palmeiro

Founder of Mydra

Founder and AI‑enablement leader, helping teams evolve into high‑performing AI operators through practical, scalable adoption

André Alves

Head of AI Enginerering at Noxus

AI engineering leader specializing in building and scaling advanced machine‑learning systems that power next‑generation products and services

General

14:45 | The Future of AI Governance & Compliance in Financial Services
Research Release in Portugal

Research released. Zango is introducing a cross-industry research project titled The Future of AI Governance & Compliance in Financial Services. They are collaborating with researchers from the University of Oxford and the University of Glasgow. The report, featuring an introduction by Lord Clement-Jones, a prominent figure in UK tech and AI policy.

15 min.

A study conducted with the participation of