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?

33%

#24 / 623

Warehouse operator

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
Record numbers of units handled or moved, using daily production sheets or work tickets. Estimate No public source provides a precise figure. This is our estimate.	19%	55%	+10.5
Move freight, stock, or other materials to and from storage or production areas, loading docks, delivery vehicles, ships, or containers, by hand or using trucks, tractors, or other equipment. Estimate No public source provides a precise figure. This is our estimate.	18%	28%	+5
Maintain equipment storage areas to ensure that inventory is protected. Estimate No public source provides a precise figure. This is our estimate.	18%	28%	+5
Read work orders or receive oral instructions to determine work assignments or material or equipment needs. Estimate No public source provides a precise figure. This is our estimate.	15%	28%	+4.2
Sort cargo before loading and unloading. Estimate No public source provides a precise figure. This is our estimate.	14%	28%	+3.9
Attach identifying tags to containers or mark them with identifying information. Estimate No public source provides a precise figure. This is our estimate.	12%	28%	+3.4
Install protective devices, such as bracing, padding, or strapping, to prevent shifting or damage to items being transported. Estimate No public source provides a precise figure. This is our estimate.	4%	28%	+1.1
Total	100%		33%

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