Overview
The Financial Services Task Inventory catalogs 1,545 discrete tasks performed across the financial services industry, organized into a rigorous 4-level hierarchical taxonomy. Each task is scored and categorized to support workforce planning, automation assessment, and skills mapping initiatives. The interactive web interface provides filtering, search, and drill-down capabilities across the full taxonomy — from high-level functional areas down to individual tasks — making it a practical reference for anyone researching workforce composition in financial services.
Taxonomy Structure
4-Level Hierarchy: Functional Area → Department → Process → Task, providing systematic coverage of the financial services value chain
1,545 Tasks: Comprehensive inventory spanning front office, middle office, back office, risk, compliance, technology, and corporate functions
Task Scoring: Each task scored across multiple dimensions to support automation potential analysis and workforce planning
Interactive Explorer: Single-page web application with search, filtering, and hierarchical navigation across all taxonomy levels
Tools & Technologies
Key Artifacts
Governance Notes
All task definitions are based on publicly available financial services industry documentation, regulatory frameworks, and general domain knowledge. No proprietary organizational data, job descriptions, or internal process documentation from any financial institution is used. Task scoring methodology is documented and reproducible.