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%

#86 / 623

Waiter

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
Collect payments from customers. Estimate No public source provides a precise figure. This is our estimate.	6%	28%	+1.7
Check with customers to ensure that they are enjoying their meals, and take action to correct any problems. Estimate No public source provides a precise figure. This is our estimate.	6%	28%	+1.7
Remove dishes and glasses from tables or counters, and take them to kitchen for cleaning. Estimate No public source provides a precise figure. This is our estimate.	5%	28%	+1.4
Prepare checks that itemize and total meal costs and sales taxes. Estimate No public source provides a precise figure. This is our estimate.	5%	28%	+1.4
Clean tables or counters after patrons have finished dining. Estimate No public source provides a precise figure. This is our estimate.	5%	28%	+1.4
Take orders from patrons for food or beverages. Estimate No public source provides a precise figure. This is our estimate.	5%	28%	+1.4
Write patrons' food orders on order slips, memorize orders, or enter orders into computers for transmittal to kitchen staff. Estimate No public source provides a precise figure. This is our estimate.	5%	28%	+1.4
Inform customers of daily specials. Estimate No public source provides a precise figure. This is our estimate.	5%	28%	+1.4
Other less frequent tasks (weight estimated from frequency). Estimate No public source provides a precise figure. This is our estimate.	58%	28%	+16.2
Total	100%		28%

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