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?
Wealth manager
27%
AI can already do 27% of this job.
#156 / 623
View rankingWealth manager
Where the time goes
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.EstimateNo 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.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 40% | +6.4 |
Tax, succession and not leaving a hole.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Report, the market and not dressing the year.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
The committee, the product and not pushing the house book.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 14% | +2.5 |
Sit for real, and not selling the house product.EstimateNo 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
Skills and activities
- IPS
- wealth books
- succession
- wealth tax
- risk profiles
- client reports
- house products
- deposits
Sources for this job· O*NET 13-2052.00· ESCO/ISCO 2412
IS WORK OVER?
Customer support agent
36%
#15 / 623
View rankingCustomer support agent
Where the time goes
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 |
|---|---|---|---|
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.EstimateNo public source provides a precise figure. This is our estimate. | 17% | 28% | +4.8 |
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.EstimateNo public source provides a precise figure. This is our estimate. | 15% | 55% | +8.3 |
Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.EstimateNo public source provides a precise figure. This is our estimate. | 13% | 55% | +7.2 |
Check to ensure that appropriate changes were made to resolve customers' problems.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 28% | +3.1 |
Determine charges for services requested, collect deposits or payments, or arrange for billing.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 28% | +3.1 |
Solicit sales of new or additional services or products.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 28% | +3.1 |
Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 28% | +2.5 |
Refer unresolved customer grievances to designated departments for further investigation.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
| Total | 100% | 36% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- customer insight
- characteristics of products
- customer service
- guarantee customer satisfaction
- communicate with customers
- use databases
- answer incoming calls
- keep records of customer interaction
- perform customer management
- collect customer data
Sources for this job· O*NET 43-4051.00· ESCO/ISCO 4222