AI-Powered Client Engagement: David Breakstone of ServiceNow

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.