Automation index

How much of a Banker’s job can AI already do?

A score and a dossier come earlier. Looking the client in the eye, saying no, and owning the risk 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.

#135 / 623

Banker

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
Client file, scoring and desk KYC. Estimate No public source provides a precise figure. This is our estimate.	22%	48%	+10.6
Product proposals, simulation and reporting. Estimate No public source provides a precise figure. This is our estimate.	18%	40%	+7.2
Meetings, negotiation and close. Estimate No public source provides a precise figure. This is our estimate.	16%	18%	+2.9
Risk calls, exceptions and escalation. Estimate No public source provides a precise figure. This is our estimate.	16%	12%	+1.9
Compliance, audit and the file. Estimate No public source provides a precise figure. This is our estimate.	14%	15%	+2.1
Book, referrals and long relationship. Estimate No public source provides a precise figure. This is our estimate.	14%	16%	+2.2
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