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Automation in financial advice
Which part of the job becomes software, and what work remains? Explore agent workflows through the tasks, handoffs, and economics they change.
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A guide to the coverage
Time saved is a starting question. The dispatches here also examine who supplies the inputs, who checks the outputs, and how the value of the remaining work changes. Follow a workflow from the first decision to the last handoff before accepting an automation claim at face value.
Questions to bring to the reading
- What input still needs judgment?
- How is the output checked?
- Where does the value of the work move?
Latest in this guide
- Automate Your Own Job First
The incumbent an agent should fear most is its last version. Treat every workflow you run as something to obsolete.