The Nine
Connecting the asset & wealth management industry in nine minutes or less.
Every month on the 9th at 9:00 AM Eastern, we bring you insightful conversations with industry leaders, exploring their career journeys, key lessons learned, and perspectives on opportunities in the industry. In between, we're adding episodes to the mix in a different format that explore trending industry themes - always in nine minutes, or less.
Nicsa is a not-for-profit trade association striving to connect all facets of the global asset and wealth management industry in order to develop, share, implement, and advance leading practices. Learn more at http://nicsa.org.
The Nine
AI-Powered Client Engagement: David Breakstone of ServiceNow
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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.