Unbiased Pro
Streamlines processes for financial advisers by automatically sending accepted leads to intelliflo.
Unbiased Pro is the UK’s leading AUM growth platform for financial advice firm.
Unbiased is an AI-enabled financial advice platform, empowering people to make confident financial decisions and delivering unrivalled growth for advice firms. Unbiased Pro understands the importance of ROI and being able to track converted clients, while also giving advisers the tools they need to focus more on client engagement and advice delivery.
Seamless, automated lead transfer
Accepted leads from Unbiased Pro are automatically transferred into intelliflo, eliminating the need for manual data entry, streamlining the onboarding process, reducing human error, and saving valuable time.
Enhanced client management
By combining Unbiased Pro’s high-quality, SMS-verified leads with Intelliflo’s robust CRM and compliance tools, advisers gain a comprehensive view of each client’s journey, allowing them to deliver personalised advice efficiently.
Auto-updates Unbiased Pro pipeline
Converted lead data is passed back to your Unbiased Pro ‘Client Pipeline,’ avoiding manually moving clients between systems. Advisers can track converted clients and run more comprehensive reports from Unbiased to understand their performance.
The Unbiased Pro app integrates seamlessly with intelliflo, enabling financial advisers to automate lead management and improve ROI tracking.
Accepted leads from Unbiased Pro are instantly transferred into Intelliflo, where advisers can manage, convert, and track them without manual data entry.
Once converted, client data syncs back to Unbiased Pro’s Client Pipeline, offering full visibility into conversion performance.
This integration saves time, enhances accuracy, and supports better client engagement through streamlined workflows and real-time reporting.
When you visit any of our sites, bits of information (i.e., cookies) may be stored or retrieved on your browser. We use these cookies to improve our site operations and remember your preferences for interacting with us. Because we respect your right to privacy, you can choose not to allow some types of cookies (e.g., those that directly identify you). Click on the different cookie category headings under ‘view preferences’ to find out more and customize your default settings. Please note that blocking some types of cookies may impact your site experiences and the services we are able to offer.
Strictly Necessary/Functional cookies Always active
Preferences
Analytical/Performance cookies
Targeting cookies