Unbiased launches AI platform for client acquisition

October 2, 2025

Unbiased Pro has announced the launch of SmartAccept, an AI-powered tool designed to give financial advisers a competitive edge in securing new clients.

The company, which positions itself as the UK’s leading AUM growth platform for advice businesses, described the product as a first-of-its-kind feature that will help advisers capture more of the right opportunities in an increasingly crowded marketplace.

SmartAccept is built to understand each adviser’s unique preferences and works around the clock to identify and secure prospective clients, even outside office hours. By ensuring that advisers never miss a potential opportunity, the tool supports access to the £37bn in AUM prospects that Unbiased introduces to the market each year, it claimed.

Beyond identifying clients, the AI assistant is also intended to reduce administrative strain by automating parts of the prospecting process. This means advisers can spend less time on operational tasks and more time building relationships and providing advice to existing clients.

The launch of SmartAccept represents the first rollout from the wider Unbiased Pro AI platform. This platform applies machine learning to analyse behaviour across its extensive network of 27,000 advisers and more than 10 million annual visitors.

Initially, SmartAccept will only be available in beta form through invitation to financial advisers and mortgage brokers based in the UK. However, the company confirmed that the service is expected to be widely available to advisers from January 2026.

Unbiased Pro chief product officer Iain Thomson 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.”