The tasks · Securities, Commodities, and Financial Services Sales AgentsSOC 41-3031.00
Market monitoring & analysisWhat can do this →
88% · agentMostly automatable
Financial reporting & documentationWhat can do this →
87% · agentMostly automatable
Transaction processing & record-keepingWhat can do this →
85% · agentMostly automatable
Client needs assessment & proposal developmentWhat can do this →
82% · agentMostly automatable
Client communication & educationWhat can do this →
58% · agentPartly automatable
Trade execution & price negotiationWhat can do this →
22% · you keepBarely automatable
The team5 agents · 5 need no setup
Market Intelligence Agent
Bloomberg Professional · Python · Microsoft Excel
● No integration needed
Financial Reporting Agent
Microsoft Excel · Microsoft Word · Fund accounting software
● No integration needed
Transaction Processing Agent
Microsoft Access · Database management software · Salesforce software
● No integration needed
Client Proposal Agent
Financial needs analysis software · Microsoft PowerPoint · Microsoft Excel
● No integration needed
Client Communication Agent
Email software · Microsoft Outlook · Docs
● No integration needed
You keep this
Execute final trade decisions and negotiate optimal pricing with counterpartiesOwn fiduciary accountability and regulatory compliance for client portfoliosBuild and maintain high-trust client relationships requiring personal presenceApprove investment strategies and bear legal responsibility for recommendations
Automatability scores estimate how much of a task an agent can reliably do today, grounded in O*NET task data. They are not predictions of job loss.
Start with these three
The most automatable work in this job, and the one tool we would use for each. Every task has a page of its own with the reasoning and every occupation that does it.
