Unbiased Pro launches the first AI growth assistant for financial advisers
SmartAccept is the first tool from the Unbiased Pro AI platform, designed to help advisers succeed an increasingly competitive market for prospects.
SmartAccept learns adviser preferences and automatically acquires new potential clients outside working hours, ensuring they never miss a valuable prospect.
It is the first tool from the Unbiased Pro AI platform which combines market-leading insight with machine learning to better connect advisers and clients.
As competition for prospects increases across the industry, SmartAccept helps advisers act faster and capture more of the right opportunities.
London, 30th September 2025
Unbiased Pro, the UK’s leading AUM growth platform for financial advice businesses, today announces the launch of SmartAccept, a first-of-its-kind AI-powered feature designed to help advisers secure more of the right prospects and grow their businesses.
SmartAccept learns each adviser’s unique preferences and automatically secures relevant prospective clients on their behalf outside working hours. By keeping advisers connected while offline, the feature strengthens their access to the £37 billion in AUM opportunities Unbiased delivers to the market each year.
In addition to capturing more of the right client opportunities, SmartAccept reduces administrative burden, giving advisers back time to focus on advising existing clients and building relationships.
SmartAccept is the first tool to launch from the Unbiased Pro AI platform, which uses machine learning to securely analyse patterns across Unbiased’s network of 27,000 advisers and 10 million annual visitors, ensuring prospective clients are better connected to adviser needs.
The tool is currently available in beta on an invitation-only basis to UK-based financial advisers and mortgage brokers.
Wider availability to advisers is expected from January 2026.
Iain Thomson, Chief Product Officer at Unbiased, said:
“SmartAccept marks an important step forward for advisers and Unbiased.
“AI has huge potential for the advice industry, but until now, the tools available have often fallen short of that promise.
“SmartAccept changes that. It combines the depth of insight Unbiased has built over many years with the power of machine learning to secure more of the right prospects for advisers, even outside of office hours.
“It’s a simple but transformative feature that not only supports firms in growing their business, but also helps more people gain timely access to professional advice.”
About Unbiased
Unbiased is an AI-enabled financial advice platform, empowering people to make confident financial decisions and delivering unrivalled growth for advice firms.
With the greatest wealth transfer in history now underway, Unbiased connects people to trusted advice across pensions and retirement, inheritance planning, mortgages, accountancy, and more.
The Unbiased platform applies advanced models trained on a rich dataset of user activity to intelligently match individuals with qualified advisers, providing the easiest and most reliable way to access financial expertise.
Since 2009, Unbiased has generated over $100 billion in AUM opportunities for financial advisers, with 65% of prospects new to advice. Reaching more than 10 million consumers annually, it is the leading source of client demand in the industry.
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