Innovation and Digital Transformation in Banking

This program aims to address the key challenges facing the banking sector in terms of innovation and digital transformation, in a context of rapid technological evolution and increasing competitive pressure.

Throughout the program, participants will explore future scenarios for the sector, as well as the challenges associated with adopting emerging technologies, with a particular focus on Artificial Intelligence — including AI, Generative AI, and Agentic AI — and its impact across the banking value chain.

The program combines theoretical and practical components, integrating the perspectives of incumbents and new players, legal aspects and the regulator’s view, as well as the implications for organizational culture, talent management, customer service models, and cybersecurity challenges.

Who Should Attend This Program:

• Directors and senior managers in banks and financial institutions (Strategy, Finance, Marketing, Sales, Operations).

• Professionals in control functions (Risk, Compliance, Audit).

• Product, IT, and Data Management leaders.

• Professionals in consulting, financial management, and investment funds.

• Regulators, supervisors, and industry associations.

What Makes This Program Transformational:

• Understand the impact of digital transformation on the banking sector.

• Analyze the role of Artificial Intelligence across the value chain.

• Identify new business models, players, and emerging architectures.

• Integrate strategic, technological, and regulatory perspectives.

• Assess organizational, cultural, and talent management impacts.

• Anticipate cybersecurity and risk management challenges.

Estrutura do Programa

Descubra os módulos de aprendizagem e liberte todo o seu potencial.

keyboard_arrow_up A Conceptual Approach to Innovation and Digital Transformation in Banking
1) Program Opening with a Lecture by a Guest Speaker
2) Session on Banking Basics (for Non-Banking Professionals)
3) From Banking Fundamentals to Key Challenges in a Changing World
4) Leveraging Innovation with Design Thinking
5) Digital Transformation (in Banking)
keyboard_arrow_up New Trends / Technologies in Digital Transformation in Financial Services
1) Artificial Intelligence and Data Analytics
2) AI Agent Creation Session
3) Hands-On Session on Generative AI and Immersive Environments

 

keyboard_arrow_up Digital Transformation in the Banking Value Chain
1) Impact on the Banking Value Chain
2) Fintech – Startup Case Study
3) Challenges in Customer Management in Banking
4) Impact on Organizations and People
5) Session on the Impact of Regulation/Regulator’s Perspective
6) Cybersecurity and Digital Resilience
7) Payments
keyboard_arrow_up Design Sprint in Banking and Program Wrap-Up
1) Design Sprint – Proposal Development
2) Wrap-up and Conclusion

Faculty

João Pedro Tavares

João Pedro Tavares

 

Program Director

Emmanuel Djengue

Emmanuel Djengue

 

Co-Founder of Kaatch

Helder Rosalino

Helder Rosalino

 

Executive President (Chair & CEO), VALORA SA - Banco de Portugal

Joana Pinto

Joana Pinto

 

Partner, Antas da Cunha Ecija

João Freire de Andrade

João Freire de Andrade

 

Executive Director of Start Ventures

João Ribeiro da Costa

João Ribeiro da Costa

 

Head of Digital Transformation at CATÓLICA-LISBON

João Stott

João Stott

 

Chief Information Security Officer (CISO), Santander UK & Europe

Luís Lobo

Luís Lobo

 

Principal Director, Cybersecurity, NTT DATA

Miguel Godinho de Matos

Miguel Godinho de Matos

 

Full Professor at CATÓLICA-LISBON

Miguel Paneiro

Miguel Paneiro

 

Director Business Consulting at NTT DATA

Paula Mendes Figueiredo

Paula Mendes Figueiredo

 

Executive Director, Head of CRM Solutions at NTT DATA

Pedro Andrade

Pedro Andrade

 

Director - Banking & Payments, NTT DATA

Pedro Nogueira

Pedro Nogueira

 

Principal Director, NTT DATA

Rui Constantino

Rui Constantino

 

Head of Research, Strategic Financial Analysis and IR, Banco Santander Totta

Tiago Luís

Tiago Luís

 

CEO OOM! Strategy & Customer Centricity

   

Contact the program manager:

Patrícia Rodrigues

E-mail: prodrigues@ucp.pt
Phone: (+351) 217 214 220

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