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?

30%

#48 / 623

Cashier

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
Receive payment by cash, check, credit cards, vouchers, or automatic debits. Estimate No public source provides a precise figure. This is our estimate.	9%	28%	+2.5
Issue receipts, refunds, credits, or change due to customers. Estimate No public source provides a precise figure. This is our estimate.	7%	28%	+2
Greet customers entering establishments. Estimate No public source provides a precise figure. This is our estimate.	7%	28%	+2
Answer incoming phone calls. Estimate No public source provides a precise figure. This is our estimate.	7%	28%	+2
Establish or identify prices of goods, services, or admission, and tabulate bills, using calculators, cash registers, or optical price scanners. Estimate No public source provides a precise figure. This is our estimate.	6%	28%	+1.7
Compute and record totals of transactions. Estimate No public source provides a precise figure. This is our estimate.	6%	55%	+3.3
Request information or assistance, using paging systems. Estimate No public source provides a precise figure. This is our estimate.	6%	28%	+1.7
Answer customers' questions, and provide information on procedures or policies. Estimate No public source provides a precise figure. This is our estimate.	5%	28%	+1.4
Other less frequent tasks (weight estimated from frequency). Estimate No public source provides a precise figure. This is our estimate.	47%	28%	+13.2
Total	100%		30%

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