AI-Powered Client Engagement: David Breakstone of ServiceNow
JAN 9, 202610 MIN
AI-Powered Client Engagement: David Breakstone of ServiceNow
JAN 9, 202610 MIN
Description
David Breakstone, Global Head of Wealth & Asset Management Go-to-Market at ServiceNow helps us unpack how artificial intelligence is redefining client engagement across the industry.In just nine minutes, David shares:· How to balance automation with authenticity, trust, and human judgment.· How to overcome operational barriers to scaling personalized service; and· Where firms should begin their AI journey to drive measurable impact.Listen for pragmatic insights on modernizing engagement while strengthening relationships in an increasingly digital environment.