AEC AI Exposure Check

Workforce plan demo

12-month Workforce
plan sample

Illustrative banking & finance workforce plan from a scored task model. Export CSV/XLSX, then open the full generator.

Benchmark · banking-finance

Banking & finance

Typical roles from docs/benchmarks/banking-finance.md (directional sample only).

12-month Workforce plan

Phased protect, assist, automate-assist

5 roles · protect 0 · assist 2 · automate-assist 3 · CHF 201'085 illustrative · horizon 12-month

Months 0–1 · Stabilise

CHF share 40'217 · 2 roles in focus

Protect judgment-critical work; instrument high-exposure drafts with review gates.

Risk Controller, Operations Coordinator

Months 1–3 · Assist

CHF share 60'326 · 5 roles in focus

Pilot assisted queues on medium/high exposure tasks; measure time saved before expanding.

Finance Analyst, Compliance Officer, Risk Controller, Operations Coordinator, Customer Support Agent

Months 3–6 · Scale

CHF share 60'326 · 5 roles in focus

Standardise SOPs, audit sample rates, and expand assisted queues with named owners.

Risk Controller, Finance Analyst, Operations Coordinator, Compliance Officer, Customer Support Agent

Months 6–12 · Embed & rescan

CHF share 40'217 · 5 roles in focus

Embed review gates, publish the annual workforce plan refresh, and book the CHF 2,900 rescan.

Risk Controller, Finance Analyst, Operations Coordinator, Compliance Officer, Customer Support Agent

Role recommendations

Risk Controller

Automate-assist (queued + audited) · 72% · CHF 45'645

  • Bundle high-exposure steps for “Risk Controller” into one assisted queue with audit sampling.
  • Rewrite the SOP for “Segment control exceptions” so an accountable owner remains named.
  • Rewrite the SOP for “Draft risk commentary packs” so an accountable owner remains named.

Finance Analyst

Assist (human + AI) · 68% · CHF 43'411

  • Pilot assisted drafting on “Finance Analyst” with a named reviewer.
  • Instrument 30-day time saved on “Compile recurring management packs”.
  • Instrument 30-day time saved on “Reconcile ledger exceptions”.

Operations Coordinator

Automate-assist (queued + audited) · 81% · CHF 40'089

  • Bundle high-exposure steps for “Operations Coordinator” into one assisted queue with audit sampling.
  • Rewrite the SOP for “Schedule recurring ops reviews” so an accountable owner remains named.
  • Rewrite the SOP for “Reconcile ops metrics packs” so an accountable owner remains named.

Compliance Officer

Assist (human + AI) · 46% · CHF 38'640

  • Pilot assisted drafting on “Compliance Officer” with a named reviewer.
  • Instrument 30-day time saved on “Compile policy evidence packs”.
  • Instrument 30-day time saved on “Advise on contested exceptions”.

Customer Support Agent

Automate-assist (queued + audited) · 88% · CHF 33'300

  • Bundle high-exposure steps for “Customer Support Agent” into one assisted queue with audit sampling.
  • Rewrite the SOP for “Draft first-response replies” so an accountable owner remains named.
  • Rewrite the SOP for “Triage inbound tickets” so an accountable owner remains named.
Task model CSV Task model XLSX Workforce plan PDF Open full generator

Directional sample — headcount-neutral; no guaranteed savings. Annual rescan CHF 2,900.