Unbiased Pro has launched a new first-of-its-kind AI assistant to help advisers and mortgage brokers secure prospects and grow their business.
SmartAccept learns each adviser’s unique preferences and automatically secures relevant prospective clients on their behalf outside working hours.
It is the first tool to launch from the Unbiased Pro AI platform, which uses machine learning to securely analyse patterns across its network of advisers and annual visitors.
As well as capturing more client opportunities, the new tool will help reduce the administrative burden advisers face, the firm said.
It is currently available in beta on an invitation-only basis to UK-based financial advisers and mortgage brokers and is expected to be rolled out further from January 2026.
Iain Thomson, chief product officer at Unbiased, said: “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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