Unbiased Pro has launched ‘SmartAccept’, an artificial intelligence (AI) feature aimed at helping financial advisers and mortgage brokers secure more suitable prospects and grow their business.
SmartAccept learns each adviser’s preferences and automatically matches them with relevant prospective clients outside working hours.
The tool is designed to keep advisers connected to the £37bn in assets under management (AUM) opportunities Unbiased delivers each year, even when they are offline.
The feature also reduces administration for advisers, freeing up time to focus on existing clients and relationship building.
It is the first product from the Unbiased Pro AI platform, which uses machine learning to analyse patterns across Unbiased’s network of 27,000 advisers and 10 million annual visitors.
This aims to connect prospective clients with the right advisers more efficiently.
SmartAccept is currently available in beta by invitation for UK-based advisers and mortgage brokers. Wider access is planned 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.”
Thomson added: “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.”
