How Services Leaders Can Stay Ahead of Client Strategy Shifts

Skating to where the puck will be? Not enough. In professional services, it's all about anticipating where your client—the skater—is headed next. But how do you stay ahead when clients start zigging, zagging, and getting slammed into strategic pivots? This episode of AI Knowhow tackles that challenge head-on. Knownwell CMO Courtney Baker is joined by CEO David DeWolf and Chief Product and Technology Officer Mohan Rao to unpack how AI can empower service leaders to become true strategic navigators. They explore why staying close to clients, decoding digital breadcrumbs, and scaling the "trusted advisor" model are essential in today's AI-driven landscape. For our expert interview segment, Pete Buer sits down with Ardy Tripathy, AI lead at OpsCanvas, to explore how his team is using AI to automate infrastructure intelligently. Ardy shares a refreshingly honest rubric for evaluating AI use cases and explains how he turns high-potential features into real, verifiable products. All that PLUS Pete chats with Mohan about Meta's new AI assistant. Is it a friend or just surveillance dressed in chatbot clothing? They break down the privacy red flags and why Meta's approach is a cautionary tale for any business building customer-facing AI. Want to see your company's client intelligence in action? Visit Knownwell.com to learn how Knownwell helps professional service leaders move from reactive to proactive. Watch this episode on YouTube: https://youtu.be/jlZtX-u7HME