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 / 633

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?

27%

#189 / 633

Treasurer

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
Cash, forecast and the maturities. Estimate No public source provides a precise figure. This is our estimate.	18%	48%	+8.6
Banks, facilities and the one that does not land. Estimate No public source provides a precise figure. This is our estimate.	16%	40%	+6.4
Payments, the supplier and the one that waits. Estimate No public source provides a precise figure. This is our estimate.	16%	22%	+3.5
Board, the report and not dressing cash. Estimate No public source provides a precise figure. This is our estimate.	16%	28%	+4.5
The crunch, confirming and not hiding the hole. Estimate No public source provides a precise figure. This is our estimate.	18%	14%	+2.5
Liquidity on Friday, and not lying to the bank. 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