Will AI replace Securities, Commodities, and Financial Services Sales Agents?
AI can do 86% of the work Securities, Commodities, and Financial Services Sales Agents do at least twice as fast. People already use it for 12 of their 30 tasks, while 12 more are ready but barely used so far. 6 still need a person.
AI is already doing this12 · 47% of time
People already use AI for these tasks in real work, based on Anthropic's analysis of how Claude is used.
- Monitor markets or positions.Mostly automated10% of time
- Contact prospective customers to present information and explain available services.Mostly automated6% of time
- Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.Mostly automated5% of time
- Offer advice on the purchase or sale of particular securities.Mostly automated5% of time
- Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.Mostly automated3% of time
- Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.Mostly automated3% of time
- Devise trading, option, or hedge strategies.Mostly automated3% of time
- Sell services or equipment, such as trusts, investments, or check processing services.Mostly automated2% of time
- Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.Mostly automated2% of time
- Explain stock market terms or trading practices to clients.Mostly automated2% of time
- Prepare financial reports to monitor client or corporate finances.Mostly automated2% of time
- Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.Mostly automated1% of time
AI could do this next12 · 40% of time
AI can speed these up by at least half, but real use has not caught up yet. These are next in line.
- Discuss financial options with clients and keep them informed about transactions.10% of time
- Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.5% of time
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.5% of time
- Develop financial plans, based on analysis of clients' financial status.5% of time
- Keep accurate records of transactions.3% of time
- Complete sales order tickets and submit for processing of client-requested transactions.3% of time
- Report all positions or trading results.2% of time
- Evaluate costs and revenue of agreements to determine continued profitability.1% of time
- Calculate costs for billings or commissions.1% of time
- Supervise support staff and ensure proper execution of contracts.1% of time
- Prepare and send requests for price quotations to all companies in a particular market.1% of time
- Price securities or commodities based on market conditions.1% of time
Still needs a person6 · 14% of time
No real AI use, no proven AI speedup and no robot that can do it yet. This is the part of the job to build on.
- Make bids or offers to buy or sell securities.3% of time
- Identify opportunities or develop channels for purchase or sale of securities or commodities.3% of time
- Agree on buying or selling prices at optimal levels for clients.2% of time
- Relay buy or sell orders to securities exchanges or to firm trading departments.2% of time
- Negotiate prices or contracts for securities or commodities sales or purchases.1% of time
- Purchase or sell financial derivatives for customers.1% of time
Your week is not the average
Describe what you actually do and get a personal report: your own tasks, what AI can already do, what stays yours and a 90 day plan.
What this means
AI can already do almost all of this work at least twice as fast. People in this job already use it heavily. Expect the role to shift toward deciding what to do, checking AI's work and owning the result.
What to do next
- Do the 12 tasks AI is already handling with AI yourself. Your peers already are, and it is quickly becoming the baseline.
- Get ahead on the 12 tasks AI could do next. These move as tools improve, so learning them early pays off.
- Build on the 6 tasks that stay human. This is where your judgment, skill and relationships matter most.
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