Financial professionals have had to figure out how best to serve their clientele remotely amid the coronavirus pandemic, and new data shows the vast majority plan to continue doing so through the end of the year.
A new survey released by Incapital finds that 41% of professionals will communicate with clients primarily by phone for the rest of the year, while 36% will use virtual video tools — Zoom favored by 48% and WebEx by 28%.
Only 23% of respondents said they would meet with their clients in person this year.
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Michael S. Fischer
Michael S. Fischer is a longtime contributing writer for ThinkAdvisor. He previously reported on trade and intellectual property topics for the Economist Intelligence Unit and covered the hedge fund industry for MARHedge and Reuters News Service.
