IS WORK OVER?

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

Financial advisor

Where the time goes

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.

TaskShareAIPoints
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
Total100%30%

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

Skills and activities

  • advise on investments
  • profile risk
  • build portfolios
  • rebalance funds
  • plan retirement
  • MiFID suitability
  • explain financial products
  • own the advice

Sources for this job· O*NET 13-2052.00· ESCO/ISCO 2412

Airline pilot

Where the time goes

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.

TaskShareAIPoints
Prepare flight plan, fuel and NOTAMs.
Estimate

No public source provides a precise figure. This is our estimate.

18%40%+7.2
Weather and company briefing.
Estimate

No public source provides a precise figure. This is our estimate.

14%32%+4.5
Flying: take-off, cruise and landing.
Estimate

No public source provides a precise figure. This is our estimate.

22%8%+1.8
Failures, diversions and emergencies.
Estimate

No public source provides a precise figure. This is our estimate.

16%12%+1.9
Coordination with ATC, cabin and ground.
Estimate

No public source provides a precise figure. This is our estimate.

16%10%+1.6
Reports, logbook and fatigue compliance.
Estimate

No public source provides a precise figure. This is our estimate.

14%15%+2.1
Total100%19%

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

Skills and activities

  • Prepare flight plan, fuel and NOTAMs
  • Weather and company briefing
  • Flying: take-off, cruise and landing
  • Failures, diversions and emergencies
  • Coordination with ATC, cabin and ground
  • Reports, logbook and fatigue compliance
  • piloto
  • pilot
  • aviacion
  • comandante de aeronave

Sources for this job· O*NET 53-2011.00· ESCO/ISCO 3153

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