Only 48% of accounting, consulting, legal, and private capital professionals have used AI tools at work despite near-universal demand for the technology - Seite 2

• 79% say they want to use AI for data-entry tasks such as pulling CRM and contact information from emails
• 76% express interest in AI data summarization, such as automatically creating minutes or action items from a meeting transcript
• 73% would like to use AI for document generation, such as drafting standard contracts, proposals, or investor notifications

AI, automation, and integration optimism
The survey reveals that most professionals are optimistic about the benefits of AI — both to themselves as professionals and to their firms in general.

• 61% believe AI will allow them to focus on delivering higher-level work for clients
• 59% think that AI will make their firm more competitive
• 53% expect AI to improve their work/life balance

One of the most anticipated benefits of AI technology is the automation of time-consuming administrative work that takes professionals away from conducting projects, preparing for and attending meetings, and communicating with clients.

• Professionals estimate that nearly 40% of their work is comprised of manual tasks that could be automated
• By automating manual tasks via AI-powered solutions, respondents believe they can save an average of 25 hours a week

Higher employee performance, retention, and satisfaction
“Firm leadership may be surprised to learn just how much of an impact technology has on employee satisfaction and retention rates,” said Harrison. “Yet the survey response connects a lack of effective technology with the risk of losing talent.”

The satisfaction and retention rates at high-tech firms were much higher than those at moderate- and low-tech firms.

• 81% of respondents from high-tech firms stated they were highly satisfied at their job vs. 50% at moderate- and low-tech firms
• 77% were highly likely to recommend their firm as a place to work vs. 49% at moderate- and low-tech firms
• 80% said they were highly likely to stay at their firm for at least the next two years vs. 56% at moderate- and low-tech firms

This significant gap may stem from how supported professionals feel at their firms in terms of achieving goals. At high-tech firms, most organizational and personal career goals had very high success rates.