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Explain financial information

Work activity · O*NET

Explain financial information is an intermediate work activity in the O*NET database — a concrete task that recurs across many occupations , grouped under Interpreting the Meaning of Information for Others. 12 occupations report doing it as part of their work.

What it involves

The most common detailed activities O*NET records under this category, ranked by how many occupation tasks map to each.

  • Explain financial information to customers
  • Educate clients on financial planning topics
  • Interpret financial information for others

How AI is applied to this activity

Microsoft's "Working with AI" study mapped real Bing Copilot conversations to O*NET work activities. The figures below are their measurements for this activity — they describe how AI is used today in one assistant's data, not a forecast that the activity will be automated.

AI completes it successfully 89.8% When Copilot attempts this activity, how often it finishes the task
Scope AI handles 50.5% How much of the activity AI carries within a conversation
Positive user feedback 67.9% Share of interactions users rated positively
How often AI is applied here 91st pct Percentile across all measured activities by how often AI performs them

Source: Microsoft "Working with AI" (working-with-ai). A high completion rate means AI can assist the activity in isolation — it does not mean an occupation that performs it is being automated, since every job blends many activities.

Detailed work activities

The more granular units of work O*NET groups under this activity, ordered by how many occupations perform them.

Occupations that perform this activity

Ranked by how many of the occupation's tasks map to this activity.

Occupation Tasks
Personal Financial Advisors 5
Credit Counselors 4
Insurance Sales Agents 4
Securities, Commodities, and Financial Services Sales Agents 4
Appraisers and Assessors of Real Estate 2
Loan Officers 2
Counter and Rental Clerks 1
Financial Risk Specialists 1
Fundraisers 1
Sales Engineers 1
Solar Sales Representatives and Assessors 1
Tellers 1
Exposure quadrant: AI task-overlap percentile vs Median pay AI task-overlap (horizontal) versus median pay (vertical), each as a percentile across all scored occupations, for 11 occupations in occupations that perform Explain financial information.. Overlap measures shared tasks with AI, not automation. Lower overlap · higher pay Higher overlap · higher pay Higher overlap · lower pay Lower overlap · lower pay Fundraisers Tellers Sales Engineers Solar Sales Representatives and Assessors Securities, Commodities, and Financial Services Sales Agents Financial Risk Specialists Insurance Sales Agents Loan Officers Credit Counselors AI task-overlap percentile → ↑ Median pay
Occupations that perform Explain financial information., by AI task-overlap and median pay

Sources for this page

Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.

Data compiled June 2, 2026. Figures are estimates, not advice.

Cite this page
Plain

Singulariki. "Explain financial information." Singulariki: a source-backed encyclopedia of work. Built from O*NET 30.3; Microsoft “Working with AI” working-with-ai. Accessed June 7, 2026. https://singulariki.com/activities/explain-financial-information

APA

Singulariki. (2026). Explain financial information. Singulariki: a source-backed encyclopedia of work. Retrieved June 7, 2026, from https://singulariki.com/activities/explain-financial-information

BibTeX
@misc{singulariki-explain-financial-information,
  title  = {Explain financial information},
  author = {{Singulariki}},
  year   = {2026},
  note   = {O*NET 30.3; Microsoft “Working with AI” working-with-ai. Accessed June 7, 2026},
  url    = {https://singulariki.com/activities/explain-financial-information}
}

Citations name the underlying public dataset releases — they reflect what this page is built from, not just the URL.