Automation index

How much of a Wealth manager’s job can AI already do?

A model book comes earlier. Sitting with the client without selling them the house product do not.

This percentage does not predict how many people will lose their jobs.

Task comparison

IS WORK OVER?

27%

AI can already do 27% of this job.

#156 / 623

Wealth manager

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, IPS and the book. Estimate No public source provides a precise figure. This is our estimate.	18%	48%	+8.6
Meeting, the fear and the one who wants it all on deposit. Estimate No public source provides a precise figure. This is our estimate.	16%	40%	+6.4
Tax, succession and not leaving a hole. Estimate No public source provides a precise figure. This is our estimate.	16%	22%	+3.5
Report, the market and not dressing the year. Estimate No public source provides a precise figure. This is our estimate.	16%	28%	+4.5
The committee, the product and not pushing the house book. Estimate No public source provides a precise figure. This is our estimate.	18%	14%	+2.5
Sit for real, and not selling the house product. 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

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