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%

#53 / 623

Hotel receptionist

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
Greet, register, and assign rooms to guests of hotels or motels. Estimate No public source provides a precise figure. This is our estimate.	7%	28%	+2
Issue room keys and escort instructions to bellhops. Estimate No public source provides a precise figure. This is our estimate.	7%	28%	+2
Verify customers' credit, and establish how the customer will pay for the accommodation. Estimate No public source provides a precise figure. This is our estimate.	7%	28%	+2
Keep records of room availability and guests' accounts, manually or using computers. Estimate No public source provides a precise figure. This is our estimate.	7%	55%	+3.9
Make and confirm reservations. Estimate No public source provides a precise figure. This is our estimate.	7%	28%	+2
Review accounts and charges with guests during the check out process. Estimate No public source provides a precise figure. This is our estimate.	6%	28%	+1.7
Answer inquiries pertaining to hotel services, guest registration, and travel directions, or make recommendations regarding shopping, dining, or entertainment. Estimate No public source provides a precise figure. This is our estimate.	6%	28%	+1.7
Compute bills, collect payments, and make change for guests. 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.	47%	28%	+13.2
Total	100%		30%

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