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?

26%

#194 / 623

Fundraiser

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
Campaigns, CRM and the donor letter. Estimate No public source provides a precise figure. This is our estimate.	16%	48%	+7.7
The meeting, the no, and asking again. Estimate No public source provides a precise figure. This is our estimate.	18%	14%	+2.5
Events, legacies and the member base. Estimate No public source provides a precise figure. This is our estimate.	16%	36%	+5.8
Transparency, the annual report and what you can say. Estimate No public source provides a precise figure. This is our estimate.	16%	28%	+4.5
The major donor, the board and the conflict of interest. Estimate No public source provides a precise figure. This is our estimate.	18%	18%	+3.2
That they give again, and not spending more than comes in. Estimate No public source provides a precise figure. This is our estimate.	16%	12%	+1.9
Total	100%		26%

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