From conversation to transaction.
The compliant ecosystem for Canadian financial services.
Five integrated modules, communication, e-signature, operations, B2B distribution, and AI, built on a SOC 2 and ISO 27001 certified foundation. All hosted in Canada.
Audit journal, this morning
- 09:14Message receivedSMS, Marie Tremblay
- 09:15Reply sentassistant, archived to the file
- 09:22T2033 sent for signatureRRSP transfer, 2 signers
- 09:31Document signedidentity verified, AATL certificate
- 09:31Sealed and timestampedSHA-256 digest on record
- 09:32Filed to the client record7-year retention, by default
Insurers who accept our e-signature
Canadian insurers recognize the Tchat N Sign e-signature, in line with their own guidelines.
- Desjardins Insurance : E-signature accepted
- Manulife : E-signature accepted
- ivari, a Sagicor company : E-signature accepted
- Assumption Life : E-signature accepted
Your insurer not on the list? The integrated OneSpan option is accepted by every insurer.
Each logo represents an insurer that accepts the Tchat N Sign e-signature. All logos remain the property of their respective owners and are used with permission.
Every surface. Full traceability.
AI will soon extend to every surface of your conversations: drafting, redacting sensitive data and summaries.
Marie L., Advisor
Hi Marc, here is the pre-filled form for your RRSP.
09:14
RRSP-2026-Contribution.pdf
2 pages, 86 KB
Thanks! Signing it this morning.
09:16
AI blocked the SIN in the attachment, automatic redaction applied(soon)
AI summary: RRSP contribution, comparison to prepare, advisor follow-up.(soon)
Marc signed the document, AATL verified, 09:25
Archived to Equisoft, audit trail compliant with Law 25 and AMF.
RRSP, 2026 Contribution
SignatureTimeline
Prepared
Sent
Collected
Completed
1/1
Participants
4
Documents
1
Wave
2
Actions
RRSP, 2026 Contribution
AATL, AMF compliant
Form pre-filled by AI, verified by the advisor(soon)
Operations
OperationsStatuses sorted and prioritized by AI(soon)
Contact record
ContactFirst name
Jean
Last name
Tremblay
Type
Individual
Language
French
Fax
Communications- Sent
Demo MGA Broker
3 p., today
- Sent
CRA tax form
5 p., today
- Sending
Equisoft Connect
2 p., 14:30
- Failed
Dubé firm
1 p., yest.
Calls
CommunicationsMarc B., Client
Saguenay, 14 min 22
"… ok for the RRSP deposit, signing this morning."
RecordedAI summary, RRSP contribution, comparison to prepare, advisor follow-up.(soon)
Everything logged.
Every exchange lands in one tamper-evident audit trail.
Audit trail
- 09:14
Message received
Assigned to the right advisor automatically
- 09:16
Response ready(soon)
AI drafts, your advisor approves in 1 click
- 09:22
Contract ready(soon)
Pre-filled with client information
- 09:25
Signed online
AATL-certified signature, verified in real time
- 09:25
Processed by back-office(soon)
CRM, Fundserv and workflows completed
- 09:25
Compliant & archived
Full audit trail, nothing to do
Captured at every action, exportable as a certified PDF
- UTC timestamp
- Signer identity
- IP address
- Device and browser
- Document SHA-256 fingerprint
- Authentication method
- Explicit consent
- AATL certificate and long-term validation
Timestamped, signed and encrypted. Tamper-evident, hosted in Canada.
- AMF
- ISO 27001
- SOC 2
What it changes for your practice.
The point is not more software. It is getting your time back, and your clients’ patience with it.
More time with clients
You spend your days advising, not handling paperwork or chasing manual follow-ups.
Clients who sign on the first try
Even the least tech-savvy complete on their own, without a call to support.
Live in days, not months
No endless migration. Your team is productive almost from day one.
Your systems talk to each other
Information moves between your tools on its own: no double entry, fewer errors.
What one advisor says
It’s clean and easy to follow. Not one of my clients asked how to use it, they adapted to it completely.
AI at every step.
Not a generic ChatGPT. Specialized AI that automates every step of the advisor journey, customized to your firm, while your advisors stay in control.
An autonomous teammate, not a chatbot. It acts inside your tools, around the clock.
Acts in your tools
Email, calendar, CRM, e-signature, telephony: it works where you already do, no copy-paste.
Works on its own
Give it a goal and it sees the work through, then reports back what it did.
Always on schedule
It preps your day, follows up and flags what needs you, at the right moment.
Sits in on meetings
It takes the notes and turns them into clear action items.
Learns your practice
It remembers your conventions, your clients and past decisions, day to day.
Your infrastructure, your model
Runs on your own infrastructure, with the AI model you choose.
SOC 2 Type II
ISO 27001
ISO 27701
- AATL-certified e-signature
- Data hosted in Canada
- Quebec Law 25 ready
- Full transaction audit trail
One platform, three paths.
Whether you're a solo advisor, a distribution network, or a tech leader, Tchat N Sign adapts to you.
- 01
Our Products
Explore productsOmnichannel messaging, e-signature, telephony, AI assistants, and back-office automation, everything you need in one place.
- 02
By Industry
See industry solutionsTailored solutions for financial services, insurance operations, and mortgage brokerage. White-label ready.
- 03
Why Tchat N Sign?
Discover in detailAn intelligent connector between your tools, built for Canadian compliance.
- Not a CRM, an intelligent connector
- Agentic AI that will automate the back-office (coming soon)
- 100% Canadian-hosted data
- SOC 2 & ISO 27001 certified
Sent. Signed. Archived.
One conversation per client. Every channel. Automatic archiving. Compliant from the first message.