Unbiased launches new CRM integration for advisers

Unbiased, the UK’s leading platform for finding a financial adviser, has today announced its latest platform upgrade – an integration with intelliflo.

The integration streamlines the Unbiased platform by automatically sending accepted leads to an adviser’s intelliflo account, saving time, reducing errors, and eliminating manual tasks. 

Available to firms on Standard, Enhanced, Premium, and Enterprise plans, the feature is for those signed up to both Unbiased and intelliflo. 

Eligible customers are currently being contacted by Unbiased. 

Iain Thomson, Chief Product Officer of Unbiased, said: “At Unbiased, we are dedicated to enhancing our platform so that we can offer the best possible experience to our customers. This integration with intelliflo is a demonstration of our ongoing efforts and investment in improving our offering and supporting growth in the industry. The API will help make converting leads into clients even easier with faster contact rates and improved cadence.’’