Credit Counselors
Of the 9 tasks studied for Credit Counselors, 1 (11%) are in the Automation Green Light zone, AI can largely do them and workers want it. Across all tasks, workers want about 33% automated. The typical task scores 2.83/5 for worker desire and 3.17/5 for AI capability.
All 9 tasks, most-wanted first
Assess clients' overall financial situations by reviewing income, assets, debts, expenses, credit reports, or other financial information.
Green Lightwant 3.6 · AI 3.67Prepare written documents to establish contracts with or communicate financial recommendations to clients.
R&D Opportunitywant 3.2 · AI 2.5Explain services or policies to clients, such as debt management program rules, advantages and disadvantages of using services, or creditor concession policies.
R&D Opportunitywant 3 · AI 2.5Calculate clients' available monthly income to meet debt obligations.
Low Prioritywant 2.8 · AI 3Estimate time for debt repayment, given amount of debt, interest rates, and available funds.
Low Prioritywant 2.75 · AI 3.33Maintain or update records of client account activity, including financial transactions, counseling session notes, correspondence, document images, or client inquiries.
Red Lightwant 2.67 · AI 5Prioritize client debt repayment to avoid dire consequences, such as bankruptcy or foreclosure or to reduce overall costs, such as by paying high-interest or short-term loans first.
Low Prioritywant 2.67 · AI 2.5Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.
Red Lightwant 2.5 · AI 3.5Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.
Low Prioritywant 2.25 · AI 2.5