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?

28%

#84 / 623

Barista

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
Prepare or serve hot or cold beverages, such as coffee, espresso drinks, blended coffees, or teas. Estimate No public source provides a precise figure. This is our estimate.	9%	28%	+2.5
Receive and process customer payments. Estimate No public source provides a precise figure. This is our estimate.	8%	28%	+2.2
Take customer orders and convey them to other employees for preparation. Estimate No public source provides a precise figure. This is our estimate.	8%	28%	+2.2
Describe menu items to customers, or suggest products that might appeal to them. Estimate No public source provides a precise figure. This is our estimate.	7%	28%	+2
Serve prepared foods, such as muffins, biscotti, or bagels. Estimate No public source provides a precise figure. This is our estimate.	7%	28%	+2
Prepare or serve menu items, such as sandwiches or salads. Estimate No public source provides a precise figure. This is our estimate.	7%	28%	+2
Clean or sanitize work areas, utensils, or equipment. Estimate No public source provides a precise figure. This is our estimate.	6%	28%	+1.7
Clean service or seating areas. Estimate No public source provides a precise figure. This is our estimate.	6%	28%	+1.7
Other less frequent tasks (weight estimated from frequency). Estimate No public source provides a precise figure. This is our estimate.	42%	28%	+11.8
Total	100%		28%

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