Unbiased integrates with Intelliflo in latest platform update

Launches CRM integration for advisers

Isabel Baxter
clock • 1 min read

Unbiased, a platform for finding a financial adviser, has integrated with Intelliflo for its latest platform upgrade.

The integration aims to streamline the Unbiased platform by automatically sending accepted leads to an adviser's Intelliflo account. This should save time, reduce errors, and eliminate manual tasks, the firms said. 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. Unbiased chief product officer Iain Thomson said: "At Unbiased, we are dedicated to enhancing our platform so that we can offer the best possible experience to our customers...

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