Automation index

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

A risk profile and a model portfolio come earlier. Sitting with the client and signing what actually fits do not.

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

Task comparison

IS WORK OVER?

30%

AI can already do 30% of this job.

#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

IS WORK OVER?

24%

#257 / 623

Agile coach

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
Boards, metrics and the cadence design. Estimate No public source provides a precise figure. This is our estimate.	16%	40%	+6.4
The real retro and the elephant in the room. Estimate No public source provides a precise figure. This is our estimate.	18%	14%	+2.5
Train, unblock and the manager who will not let go. Estimate No public source provides a precise figure. This is our estimate.	16%	32%	+5.1
Scale, dependencies and fake agile. Estimate No public source provides a precise figure. This is our estimate.	16%	28%	+4.5
Conflict, power and not selling extra frameworks. Estimate No public source provides a precise figure. This is our estimate.	18%	18%	+3.2
That they stop faking it, and not inflating velocity. Estimate No public source provides a precise figure. This is our estimate.	16%	14%	+2.2
Total	100%		24%

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