Unbiased Pro launches SmartAccept: the first AI growth assistant for financial advisers
2 mins read - Last updated Sep 30, 2025
Key takeaways
- SmartAccept learns adviser preferences and automatically acquires new potential clients outside working hours, so valuable prospects aren't missed.
- It's the first tool from the Unbiased Pro AI platform, combining market insight with machine learning to connect advisers and clients more effectively.
- As competition for prospects intensifies, SmartAccept helps firms 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, has launched SmartAccept, an AI-powered feature built to help advisers secure more of the right prospects and grow their firms.
SmartAccept learns each adviser's preferences and automatically secures relevant prospective clients on their behalf outside office hours. By keeping advisers connected while offline, it strengthens access to the £37 billion in AUM opportunities Unbiased delivers to the market each year.
Why this matters for finance professionals
- Speed is now a differentiator: SmartAccept moves first on aligned enquiries while you're away from the desk.
- Quality over volume: preference learning filters for fit, not just activity.
- Less admin, more advising: fewer manual tasks means more time for portfolio reviews, planning, and client conversations.
How SmartAccept works
The feature analyses patterns across Unbiased's network of 27,000 advisers and 10 million annual visitors to better match prospect needs with adviser criteria. It quietly handles acceptance while you're offline, reducing drop-off and improving conversion odds for the best-fit leads.
Early access is in beta on an invitation-only basis for UK-based financial advisers and mortgage brokers. Wider availability is expected from January 2026.
"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." - Iain Thomson, Chief Product Officer at Unbiased
What to do next
- Review your ideal client criteria so SmartAccept has clear signals to learn from.
- Tighten your first-contact playbook for faster follow-up on accepted prospects.
- Measure conversion and time-to-first-meeting to quantify impact on AUM growth.
About Unbiased
Unbiased is an AI-enabled financial advice platform that connects people with trusted advice across pensions and retirement, inheritance planning, mortgages, accountancy, and more. Its platform applies advanced models trained on a rich dataset of user activity to intelligently match individuals with qualified advisers.
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 a leading source of client demand in the industry.
For interviews, comment, or further information, please contact: mediaservices@unbiased.co.uk
If you're exploring practical ways to apply AI in a finance practice, see this curated list of tools: AI tools for finance.
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