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?

26%

#194 / 623

Fundraiser

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
Campaigns, CRM and the donor letter. Estimate No public source provides a precise figure. This is our estimate.	16%	48%	+7.7
The meeting, the no, and asking again. Estimate No public source provides a precise figure. This is our estimate.	18%	14%	+2.5
Events, legacies and the member base. Estimate No public source provides a precise figure. This is our estimate.	16%	36%	+5.8
Transparency, the annual report and what you can say. Estimate No public source provides a precise figure. This is our estimate.	16%	28%	+4.5
The major donor, the board and the conflict of interest. Estimate No public source provides a precise figure. This is our estimate.	18%	18%	+3.2
That they give again, and not spending more than comes in. Estimate No public source provides a precise figure. This is our estimate.	16%	12%	+1.9
Total	100%		26%

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