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?
Paralegal
44%
#4 / 623
View rankingParalegal
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 |
|---|---|---|---|
Prepare affidavits or other documents, such as legal correspondence, and organize and maintain documents in paper or electronic filing system.EstimateNo public source provides a precise figure. This is our estimate. | 21% | 55% | +11.6 |
Prepare, edit, or review legal documents, including legislation, briefs, pleadings, appeals, wills, contracts, and real estate closing statements.EstimateNo public source provides a precise figure. This is our estimate. | 19% | 55% | +10.5 |
Gather and analyze research data, such as statutes, decisions, and legal articles, codes, and documents.EstimateNo public source provides a precise figure. This is our estimate. | 12% | 55% | +6.6 |
Investigate facts and law of cases and search pertinent sources, such as public records and internet sources, to determine causes of action and to prepare cases.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 55% | +5.5 |
Meet with clients and other professionals to discuss details of cases.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 28% | +2.8 |
Direct and coordinate law office activity, including delivery of subpoenas.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 28% | +2.8 |
File pleadings with court clerks.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 22% | +2.2 |
Prepare for trial by performing tasks such as organizing exhibits.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
| Total | 100% | 44% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- design interfaces
- prototypes
- figma
- legal case management
- legal research
- legal department processes
- legal terminology
- court procedures
- compile legal documents
- handle evidence
Sources for this job· O*NET 23-2011.00· ESCO/ISCO 3411