AI-Powered Client Engagement: David Breakstone of ServiceNow

from The Nine · host Nicsa

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.

What this episode covers

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...

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AI-Powered Client Engagement: David Breakstone of ServiceNow

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This episode was published on January 9, 2026.

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