Unlock the Power of Hyper-Personalization in Banking and Finance

Join us for MarTech Breakfast by Trask & SAS Institute
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When: Tuesday, March 4th, 2025 | 7:30 to 10:30 AM
Where: SAS Institute (Canada) 181 Bay St. Suite 2710, Toronto, ON M5J 2T3, Canada

Financial institutions are seeing increased interactions through digital channels, posing new challenges to marketers.

Why Hyper-Personalization is a Game-Changer for Your Business

Increased customer engagement

78% of consumers are more likely to make repeated purchases from companies that personalize their communication.

Return on investments

Companies implementing advanced personalization can achieve up  to a $20 return for every $1 invested.

Increased revenue

According to surveys, brands that deliver personalized experiences see revenue growth of 6% to 10%, which is two to three times faster than companies that don’t. Additionally, companies that excel at personalization can increase revenues by 40% more than those that don't leverage it.

Higher response rate

Personalized campaigns achieve 20%+ higher response rates  compared to traditional campaigns.

Competitive Differentiator

By offering a unique experience, proposal, and tailored content for  each individual customer, you elevate your business to a higher level  compared to your competitors.

Agenda of the Breakfast

7:30 – 8:00 | Arrival & Refreshments

Kick off the workshop with warm welcomes, introductions, and an opportunity to connect with peers.

8:00 – 8:10 | Introduction of Agenda & Speakers

Get to know Trask and our speakers, walk through the agenda, and gear up for an interactive session.

8:10 – 9:00 | De-buzzwording Hyper-personalization

We will discuss why traditional marketing approaches that worked just a few years ago are no longer enough and how hyper-personalization can drive real value. We’ll break down the key building blocks for success, including leveraging a real-time, data-driven customer engagement platform to harness the right data, build targeted audiences for omnichannel delivery, apply advanced analytics for smarter decision-making, and optimize existing marketing resources. Most importantly, to make your time with us as relevant and valuable as possible, we will engage in interactive discussions during the morning program and in follow-up individual sessions that you can book for the afternoon or the next morning.

9:00 – 10:10 | Coffee & Insights

Throughout the presentation, attendees will be asked to highlight topics of interest, ask questions, or share challenges they've encountered. In the second part of this breakfast, our presenters will collect these topics, and we'll break into smaller sessions for more in-depth conversations. Attendees will be able to select the discussions they'd like to participate in. We'll provide summaries and highlight the breakthroughs during our wrap-up.

10:10 – 10:30 | Conclusion & Wrap Up

Trask and SAS highlighted key insights on overcoming data challenges. By connecting real-world experiences with our solutions, we demonstrated how to unlock hidden value and maximize your data’s potential.

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Speakers

Jakub Hytka
Head of FSI Business Consulting, Trask

Jakub has worked as a Product Manager, Business Architect, and Consultant, specializing in innovative and digitalization projects, primarily for the financial sector, including CRM, lead management and hyper-persponalization. He began collaborating with Trask in 2015 as an external consultant and has been a full-time employee since 2021.

Michal Seifert
Principal Consultant,
Trask

Michal is a seasoned expert in CRM and customer intelligence, with over 20 years of experience in banking, insurance, and consulting. He has led key CRM projects for large financial institutions in the Czech Republic and abroad. Additionally, he has held executive roles, such as CEO of Erste's subsidiary for external sales and CMO of Allianz Insurance in Prague.

Craig Kestecher
Systems Engineer in the Global Customer Intelligence Practice, SAS

Craig brings domain expertise in solution development, sales support, and implementation, helping businesses optimize customer experiences and maximize ROI. With experience across industries such as financial services, retail, and hospitality, Craig collaborates with marketing teams to design data-driven strategies that enhance engagement and drive business growth.

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Hyper-personalization can bring significant benefits to your company and take your business to the next level. By adopting it, you’ll not only gain a competitive edge but also build future-proof MarTech architecture landscape.

Jakub Hytka
‍Head of FSI Business Consulting, Trask

Explore Success Stories

Business growth:  Aligns with the bank’s key strategic objectives.  

Seamless integration:  The SAS CI 360 solution on the Viya platform connects online and offline channels.  

Deep customer insights:  Advanced analytics enable a comprehensive understanding of customers and more precise targeting.  

Real-time personalization: Ensures customers receive relevant content at the right time through the optimal channel.  

Stronger customer relationships:  Boosts engagement and loyalty.

Increased conversions: Hyper-personalization significantly boosted conversions through precise targeting.

Faster data processing: Advanced technologies enabled seamless real-time data handling.  

Personalized offers: Customer behavior analysis led to highly tailored products and services.

Improved customer experience: Relevant and timely offers improved satisfaction and loyalty.

Cost reduction: Better campaign targeting reduced inefficiencies and cut unnecessary expenses.

About the Trask and SAS Partnership

Thanks to our close partnership with SAS Institute, we deliver tailored hyper-personalization solutions by combining industry-leading expertise with advanced SAS AI technologies.This collaboration integrates SAS’s AI capabilities with Trask’s consulting and technical strengths, excelling in areas such as Customer Intelligence, Data Management, Automation, Fraud Detection, AML, Risk Management, and Compliance.

Explore More About the Partnership

Past Events

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