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?

27%

#189 / 623

Treasurer

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
Cash, forecast and the maturities. Estimate No public source provides a precise figure. This is our estimate.	18%	48%	+8.6
Banks, facilities and the one that does not land. Estimate No public source provides a precise figure. This is our estimate.	16%	40%	+6.4
Payments, the supplier and the one that waits. Estimate No public source provides a precise figure. This is our estimate.	16%	22%	+3.5
Board, the report and not dressing cash. Estimate No public source provides a precise figure. This is our estimate.	16%	28%	+4.5
The crunch, confirming and not hiding the hole. Estimate No public source provides a precise figure. This is our estimate.	18%	14%	+2.5
Liquidity on Friday, and not lying to the bank. Estimate No public source provides a precise figure. This is our estimate.	16%	12%	+1.9
Total	100%		27%

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