The AI-First Financial Product Management Workshop

The AI-First Financial Product Management Workshop

By Packt Publishing Limited

High-impact interactive session covering practical insights from problem discovery to designing real-world finance solutions

Date and time

Location

Online

Lineup

Agenda

9:00 AM - 9:15 AM

Networking


Connect with fellow attendees and industry peers before we kick off the day!

9:15 AM - 10:00 AM

Part 1: Setting the Stage: Why AI-First Finance Matters


Kick off the day by exploring the shift from traditional digital transformation to AI-driven financial innovation. Discover how data intelligence, personalization, and explainability are transforming...

10:10 AM - 11:05 AM

Part 2: Discovering the Right Problems in Financial Products


This session will focus on API-first design in financial services and products, highlighting how compliance, credit scoring, and data-sharing APIs drive scalability, interoperability, and responsible...

11:05 AM - 11:15 AM

Break and Networking

11:15 AM - 12:00 PM

Part 3: Designing AI-First Financial Journeys (The Role of AI Agents)


This session explores how predictive, generative, and agentic AI are transforming financial customer journeys end to end. In retail banking, AI delivers autonomous insights and hyper-personalized eng...

12:15 PM - 1:00 PM

Part 4: From Prototype to Scale: API-First Strategy & AI Agents in Banking


This session focuses on how API-first architecture serves as the foundation for scalable, interoperable, and compliant AI-driven financial products. You’ll explore what it takes to move from prototyp...

1:00 PM - 1:10 PM

Break and Networking

1:10 PM - 1:40 PM

Part 5: Wrap-Up & Playbook


In this closing session, we bring the day’s insights together and turn them into actionable strategies. Participants will distill the core patterns shaping AI-first finance how compliance becomes di...

1:40 PM - 2:00 PM

Closing Remarks & Next Steps


A quick recap of key takeaways and an open Q&A. We’ll highlight upcoming resources and support channels. Tangible Takeaway: your digital AI-First Finance Playbook and readiness checklist, ensuring yo...

Good to know

Highlights

  • 5 hours
  • Online

Refund Policy

Refunds up to 6 days before event

About this event

Business • Finance

Why You Should Attend

  • Gain insights from global leaders who’ve architected AI-first banking, lending, and payment ecosystems globally
  • Apply proven tools to align innovation with regulatory readiness across different frameworks
  • Leave with ready-to-use templates, canvases, and checklists to accelerate AI adoption in your own organization



In this 5-hours workshop, you will:

  • Uncover ow data intelligence, personalization, and explainability reshape financial products under evolving regulations.
  • Identify customer and compliance pain points across lending, payments, and insurance, and reframe them as AI opportunities.
  • Apply predictive, generative, and agentic AI to real customer experiences while embedding trust and compliance.
  • Apply frameworks like the EU AI Act, RBI FREE-AI, and MAS FEAT, and turn compliance into a driver of innovation.
  • Explore how APIs and AI agents enable scalable, interoperable, and compliant product ecosystems.
  • Use proven frameworks like the Product Strategy Canvas, Trust-by-Design Matrix, and API & Agent Blueprint to operationalize insights.

By the end of this workshop, you’ll walk away with a digital AI-First Finance Playbook, actionable frameworks, and a clear roadmap to drive responsible AI transformation in your organization.




Who Should Attend

This workshop is designed for -

  • Product Leaders & Managers, defining AI-first product strategies and scalable financial solutions.
  • Digital Banking & Financial Executives, embedding AI and automation into customer journeys.
  • Venture Builders & Innovation Leaders, creating new AI-enabled business models and financial products.
  • AI & Technology Architects, building API-first, data-driven, and agent-enabled ecosystems.
  • Risk, Compliance & Policy Experts, shaping responsible AI practices aligned with evolving regulations.
  • Researchers & Academics, exploring the convergence of finance, AI ethics, and governance.

This workshop is ideal for professionals driving AI innovation and digital transformation in financial services.




Step Into the Future of Finance - Secure Your Seat Today!



What You’ll Get

  • Hands-On Design Experience, guided simulations and group exercises that translate concepts into real financial product scenarios.
  • The AI-First Finance Playbook , a digital toolkit featuring ready-to-use frameworks, including the Product Strategy Canvas, Regulatory Opportunity Mapping, Trust-by-Design Matrix, API & Agent Integration Blueprint, and AI Evals Checklist.
  • Actionable Templates & Checklists, field-tested tools to benchmark AI readiness, assess model risk, and align compliance with innovation.
  • Instructor Access, learn directly from global leaders in FinTech, AI, and API-led strategy.
  • A Clear Next-Step Roadmap, learnings from the workshop to apply them across your teams, products, and AI initiatives starting immediately.


Why This Workshop is Different

  • Built for Practitioners, Not Theorists, every session translates strategy into hands-on application, from mapping regulatory constraints to prototyping real AI-first journeys.
  • Bridges Regulation and Innovation, uniquely combines compliance frameworks with product design and engineering practices to turn governance into a growth enabler.
  • Future-Ready Frameworks, explores next-generation themes like AI agents, API-led ecosystems, and regulation-as-innovation — preparing you to lead in the AI-first finance era.



Reserve Your Spot Now - Early Bird Ends Soon!

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Packt Publishing Limited

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30% off applied
$151.22
Jan 17 · 6:00 AM PST