I’m thrilled to sit down with Kofi Ndaikate, a seasoned expert in the fast-evolving world of Fintech. With a deep understanding of cutting-edge areas like blockchain, cryptocurrency, and regulatory frameworks, Kofi brings a wealth of insight into how technology is reshaping the financial advisory landscape. Today, we’ll dive into the recent launch of SmartAccept by Unbiased Pro, exploring how this AI-powered tool is poised to transform client acquisition for advisers. Our conversation will touch on the unique features of this innovation, its impact on streamlining operations, and the broader potential of AI in the advice industry.
How would you describe SmartAccept and the core value it brings to financial advisers?
SmartAccept is an AI-driven tool designed to revolutionize how financial advisers connect with potential clients. At its core, it’s about giving advisers a competitive edge by identifying and securing the right opportunities in a crowded market. It operates 24/7, ensuring no lead is missed, even outside regular business hours. For advisers, this means less time chasing prospects and more time focusing on delivering value to their clients.
What do you think makes SmartAccept stand out compared to other tools advisers might already be using?
What sets SmartAccept apart is its ability to truly understand an adviser’s unique preferences and tailor its approach accordingly. Unlike many existing tools that offer generic solutions, this one uses advanced machine learning to analyze behavior and match advisers with prospects that fit their specific expertise and goals. It’s not just a lead generator; it’s a personalized assistant.
Can you walk us through how SmartAccept operates around the clock to secure prospective clients?
Absolutely. SmartAccept is always on, scanning for potential clients across Unbiased Pro’s vast network. If a lead comes in at midnight, the tool can engage immediately, capturing key details and ensuring the adviser is notified as soon as possible. It’s built to handle initial interactions seamlessly, so by the time the adviser steps in, there’s already a foundation to build on, no matter the hour.
How does SmartAccept adapt to the individual preferences of each adviser it serves?
The tool leverages data from Unbiased Pro’s platform, which includes insights from thousands of advisers and millions of users. It learns from an adviser’s past interactions, areas of focus, and client profiles to refine its matchmaking process. While it does require some initial input from advisers to set parameters, it continuously evolves based on feedback and results, ensuring it stays aligned with their needs.
One of the big promises of SmartAccept is reducing administrative burdens. Can you elaborate on how it achieves that?
Certainly. SmartAccept automates much of the grunt work involved in prospecting—like sifting through leads, initial outreach, and data collection. By handling these time-consuming tasks, it frees advisers to focus on relationship-building and strategic planning. It’s not just about finding clients; it’s about streamlining the entire process so advisers can operate more efficiently.
The figure of £37 billion in AUM prospects introduced annually by Unbiased is striking. How does SmartAccept help advisers tap into this massive opportunity?
That £37 billion represents the total value of assets under management from prospects entering the market through Unbiased’s network each year. SmartAccept acts as a bridge, connecting advisers to these high-value opportunities by identifying matches based on compatibility and need. It prioritizes quality over quantity, ensuring advisers are linked with clients who are most likely to convert into long-term relationships.
As the first feature rolled out from the broader Unbiased Pro AI platform, can you tell us more about what this larger platform aims to achieve?
The Unbiased Pro AI platform is a game-changer in itself. It’s built on machine learning to analyze patterns and behaviors across a network of over 27,000 advisers and millions of visitors. The goal is to create a smarter, more connected ecosystem where technology drives growth for advice businesses. SmartAccept is just the beginning—future rollouts will likely expand on personalization, analytics, and operational support for advisers.
Looking ahead, what is your forecast for the role of AI in the financial advisory space over the next few years?
I believe AI will become indispensable in this industry. We’re already seeing tools like SmartAccept redefine how advisers operate, and that’s just the tip of the iceberg. Over the next few years, I expect AI to deepen its impact through hyper-personalized client experiences, predictive analytics for market trends, and even more automation of routine tasks. The firms that embrace these technologies early will likely lead the pack, while those who resist may struggle to keep up with the pace of change.
