A task performed by Personal Financial Advisors
Monitor financial market trends to ensure that client plans are responsive.
Not yet. Workers want this automated (3.7/5), but experts rate today's AI capability at only 3.33/5, the technology isn't there. It's an R&D Opportunity.
Do you want this task automated?
How much the people who do this task want AI to take it over (avg of 10 workers).
How capable experts rate current AI at this task (avg of 3 experts).
How much human involvement should stay?
The Human Agency Scale (H1–H5) captures how much human direction workers think this task should keep.
Why workers want this automated
- Frees up time for higher-value work60%
- It's repetitive50%
- Reduces human error50%
- Helps handle larger scale50%
- It's stressful30%
- It's difficult20%
How to automate this
Workers want this gone, but today's tools only get part of the way. Automate the edges.
Analyzing & processing data
Let the spreadsheet or a BI tool do the math and the charts.
- 1Set up formulas and pivot tables once, so the numbers you need to monitor financial market trends to ensure that client plans are responsive recalculate themselves.
- 2Connect a free dashboard so reports refresh themselves (Looker Studio, Power BI).
- 3Use AI to summarise the findings, but keep the numbers in the spreadsheet.
Tools that can help
Know a better way, or spot an error?
Share how you automate this in real life, or correct the data. Reviewed before publishing.
This is 1 of 5 tasks studied for Personal Financial Advisors, where workers want 40% of tasks automated.
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