Automation index

How much of a Back-office clerk’s job can AI already do?

A match comes earlier. The trade settling without hanging do not.

This percentage does not predict how many people will lose their jobs.

Task comparison

IS WORK OVER?

27%

AI can already do 27% of this job.

#180 / 623

Back-office clerk

Task weights are our estimates based on O*NET frequency data, not time shares published by O*NET.

The time saving for each task is estimated separately.

Task	Share	AI	Points
Matching, settlement and the fail. Estimate No public source provides a precise figure. This is our estimate.	18%	48%	+8.6
Custody, corporates and the one that does not square. Estimate No public source provides a precise figure. This is our estimate.	16%	40%	+6.4
Reconcile, the nostro and the gap. Estimate No public source provides a precise figure. This is our estimate.	16%	22%	+3.5
Regulatory, the report and the deadline. Estimate No public source provides a precise figure. This is our estimate.	16%	28%	+4.5
The desk, the rush and not leaving the fail. Estimate No public source provides a precise figure. This is our estimate.	18%	14%	+2.5
That it settles, and not hanging. Estimate No public source provides a precise figure. This is our estimate.	16%	12%	+1.9
Total	100%		27%

Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low

IS WORK OVER?

30%

#46 / 623

Financial advisor

Task weights are our estimates based on O*NET frequency data, not time shares published by O*NET.

The time saving for each task is estimated separately.

Task	Share	AI	Points
Profile risk, goals and loss capacity. Estimate No public source provides a precise figure. This is our estimate.	18%	48%	+8.6
Propose portfolios, funds and scenarios. Estimate No public source provides a precise figure. This is our estimate.	16%	52%	+8.3
Client meeting, objections and the yes or no. Estimate No public source provides a precise figure. This is our estimate.	18%	18%	+3.2
Periodic reports, rebalancing and basic tax. Estimate No public source provides a precise figure. This is our estimate.	16%	28%	+4.5
MiFID rules, suitability and trace of the advice. Estimate No public source provides a precise figure. This is our estimate.	16%	22%	+3.5
Sign-off, follow-up and liability for the advice. Estimate No public source provides a precise figure. This is our estimate.	16%	12%	+1.9
Total	100%		30%

Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low