The AI-First Financial Product Management Workshop
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
9:15 AM - 10:00 AM
Part 1: Setting the Stage: Why AI-First Finance Matters
10:10 AM - 11:05 AM
Part 2: Discovering the Right Problems in Financial Products
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)
12:15 PM - 1:00 PM
Part 4: From Prototype to Scale: API-First Strategy & AI Agents in Banking
1:00 PM - 1:10 PM
Break and Networking
1:10 PM - 1:40 PM
Part 5: Wrap-Up & Playbook
1:40 PM - 2:00 PM
Closing Remarks & Next Steps
Good to know
Highlights
- 5 hours
- Online
Refund Policy
About this event
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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