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      "text": "Unfortunately, investment providers are out of step with their customers, not focusing enough on mobile apps and underestimating the appeal of virtual meetings.",
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      "text": "To give investors the experience they want, providers must scramble to catch up with their channel preferences. In recent years, investor preferences have moved away from first-generation digital channels, such as websites and email, to mobile apps and video meetings.",
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      "text": "PQ21. For each of the following client activities, which will be the primary mode of engagement between your firm's clients and advisors over the next three years? IQ19. For the following key activities that you handle with your investment providers, which is the primary channel that you use today? Which one would you prefer to use in the future?",
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