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Unbiased Pro Launches the First AI Growth Assistant for Financial Advisers
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 Pro, 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.”
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