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?

28%

#118 / 623

Secretary

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
Minutes, mail and template documents. Estimate No public source provides a precise figure. This is our estimate.	22%	48%	+10.6
Diary, travel and expenses. Estimate No public source provides a precise figure. This is our estimate.	18%	42%	+7.6
Filter calls and visitors. Estimate No public source provides a precise figure. This is our estimate.	16%	18%	+2.9
Anticipate the boss and the conflict. Estimate No public source provides a precise figure. This is our estimate.	16%	15%	+2.4
Confidentiality and internal protocol. Estimate No public source provides a precise figure. This is our estimate.	14%	16%	+2.2
Board, clients and the team. Estimate No public source provides a precise figure. This is our estimate.	14%	18%	+2.5
Total	100%		28%

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