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 Pacheco 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

General

75 min.

10:00 | Customer Service Reimagined: From Reactive Support to AI-Driven Engagement

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.

Rui Carvalho

Co-Founder and COO at Coverflex

Rui Carvalho is Co-founder and COO of Coverflex, with a background in financial services consulting and scaling customer operations at Unbabel.

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

Francisco Pires

Partner Solutions Architect of Amazon

He has guided organizations across the full journey, from project delivery to cloud strategy and knows exactly what it takes to build the data foundation that makes AI possible

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.

Helena Tapp Barroso

Partner at Morais Leitão

Data protection, cyber and AI law partner helping organizations navigate GDPR compliance, employment risk and insurance frameworks with the legal clarity required for responsible digital transformation.

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

Jorge Monteiro

Co-Founder and CEO of Ethiack

AI-driven cybersecurity leader building next-generation threat intelligence and defense systems

Rodrigo Bourbon

CEO and General Manager of Condoroo

AI-driven fintech leader and CEO of Condoroo, developing next-generation platforms for smarter financial operations and decision-making

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

Gil Coelho

Co-founder of Spinnable AI

Product leader and co-founder of Spinnable, experienced public speaker focused on product strategy, artificial intelligence, and the future of work

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

General

9:30 | Welcome Note

15 min.

Gary Dolman

Co-Founder of Monzo

Helped build Monzo from 9 people to over 2 million customers and a £2bn valuation. Former CFO with a background in corporate banking at PwC, ING and Mizuho, now adviser and mentor to early-stage fintech companies.

General

9:45 | Redesigning Care: How AI Changed What We Deliver to Patients

15 min.

Catarina Farinha

Staff AI Product Manager at Sword Health

Catarina Farinha is Staff AI Product Manager at Sword Health's Applied AI team, with nearly six years at Unbabel where she led AI research and product innovation.