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.