SAS & Trask Breakfast

Next gen marketing and sales: Case studies on Advanced Personalization & Agentic AI

Join senior leaders from Canada’s leading banks and financial institutions to get inspiration from other banks, learn about new technology and gain insights into the latest AI tools for marketing and sales optimization.

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Why Attend?

See how leading European banks doubled conversion rates and launched campaigns 4x faster with hyper-personalization and Agentic AI.

Discover how SAS CI360 and Intelligent Decisioning turn real-time data into the right offer, message, channel, and moment for every customer.

Learn from SAS and Trask experts how to build next-gen MarTech stacks that boost marketing yields and sales performance in financial services.

Network with senior leaders from Canada’s top banks over breakfast and discuss how to apply proven AI personalization strategies in your own organization.

Agenda

7:30 AM | Networking Breakfast
8:00 AM | SAS: How to use SAS CI360 and Intelligent Decisioning to drive higher marketing yields and more sales
8:20 AM | Trask: Case studies from leading European banks
9:00 AM | Q&A and Discussion
9:30 AM | End

Keynote Speakers

Scott Feldman
Customer Intelligence 360 Practice Lead
SAS

Scott Feldman leads North American sales for SAS Customer Intelligence 360. A MarTech veteran with over 20 years of experience, he has optimized operations for major retail, travel, and financial brands. Previously with FloNetwork (acquired by Google), Scott is a recognized industry thought leader and former council member of the Canadian Marketing Association.

Michal Seifert
Senior Business Consultant
Trask

Michal is an experienced leader in Customer Intelligence with 25 years improving client portfolio strategies for banks and insurance companies. He’s created successful campaign management and CRM processes for global financial firms. Since 2015, he has consulted on many SAS projects and joined the Trask team in August 2024.

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About SAS & Trask

About SAS

SAS empowers organizations to deliver exceptional customer experiences through advanced analytics and AI-driven insights. With SAS Customer Intelligence 360 (CI360), businesses can achieve hyper-personalization at scale—connecting data, decisions, and actions in real time. By leveraging CI360, companies can orchestrate seamless, personalized journeys that anticipate customer needs and build lasting relationships.

About Trask

Trask is a leading European technology and consulting company specializing in digital transformation and advanced AI solutions for financial services. With decades of experience and proven success across Europe, Trask is now bringing its expertise and innovation to North America — helping financial institutions accelerate adoption and unlock the full potential of AI.