AI Automation Report for Baird

Robert W. Baird & Co. (Baird) is an employee-owned, global financial services firm that provides wealth management, investment banking, asset management, and equity research solutions. They serve individual, corporate, institutional, and municipal clients through a relationship-driven business model. As a major player in the financial services industry, Baird is known for its strong workplace culture and comprehensive financial advisory services. The company operates on an enterprise scale with a presence in the United States, Europe, and Asia.

https://www.rwbaird.com
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Yearly Cost Savings
$2,679,935

potential annual savings

Yearly Time Savings
25,794

hours/year automatable

Processes Analyzed
8

business processes

8
Process Areas
9
Sub-processes
45
Automatable Tasks
0
Fully Autonomous

Your Automation Opportunity

By automating 45 tasks across 9 sub-processes in 8 process areas, you could save approximately 25,794 hours/year and reduce costs by $2,679,935/year.

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Savings by Organization Level

Breakdown of automation potential by role level, with differentiated hourly rates.

👔

Executives

VP, Director, C-Level

Hours/year9,525
Rate$150/hr
Savings$1,428,705

Roles included:

VP of Private Wealth ManagementOperations CoordinatorDeal Coordinator+14
📊

Managers

Manager, Lead, Supervisor

Hours/year6,784
Rate$95/hr
Savings$644,499

Roles included:

Onboarding ManagerReporting ManagerPerformance Manager+5

Specialists

Senior, Architect, Consultant

Hours/year1,215
Rate$125/hr
Savings$151,875

Roles included:

Reporting SpecialistIT Support SpecialistEthics Specialist+2
💼

Contributors

Analysts, Agents, Assistants

Hours/year8,270
Rate$55/hr
Savings$454,856

Roles included:

Client Service AssociateCompliance AnalystAccount Administrator+24

Savings by Role

Benchmarks based on similar Banking / Traditional Finance companies in 🇺🇸 United States.

VP of Private Wealth Management$216,450
Chief Compliance Officer$155,250
Deal Coordinator$143,100
Director of Investment Banking Operations$119,250
Surveillance Manager$117,990

Processes Identified

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