Communications
In productionCompliant omnichannel: video, chat, email, VoIP, SMS, with full traceability and end-to-end encryption.
- HD video conferencing
- Live chat
- VoIP telephony
- SMS/MMS
Tchat N Sign is a modular compliant-communications platform, powered by agentic AI, built for financial advisors and their distribution networks.
Architecture
Not a tool you invoke. An AI teammate that joins your team, gets access to your systems, learns your processes and works autonomously. It has a role, skills, memory, and it does not stop until the job is done.
Give it a goal and it figures out the steps: it reads, analyzes, executes, files tickets, delegates to specialized agents and escalates to a human when needed. You review the result, not every step.
Each agent acquires skills, knowledge packages with executable scripts. It connects to your systems via MCP, uses your tools the way an employee would, and activates new skills on demand.
After every task it extracts the lessons: errors resolved, patterns found, conventions learned. That memory persists and is injected into future tasks. An agent that improves over time, no retraining.
Ecosystem
Each module works on its own and connects to the others to form a complete compliant-communications ecosystem.
Compliant omnichannel: video, chat, email, VoIP, SMS, with full traceability and end-to-end encryption.
Eight specialized AI agents that automate the repetitive work, notes, classification, pre-fill, KYC/OCR, while the advisor stays in control.
AATL-certified digital signatures via GlobalSign, RFC 3161 timestamps and long-term validation recognized by Adobe.
Structured post-signature operations: complete lifecycle, secure messaging, automatic audit trail.
The agents
The agentic module ships eight specialized agents. Each one handles a slice of the repetitive work, then hands the result back to the advisor, who stays in control.
Transcribes and summarizes every video or phone call, then files the notes to the right case.
Sorts incoming documents and messages into the matching client file, no manual filing.
Pre-fills forms and walks the client through the documents still missing.
Reads IDs and statements, validates identity and extracts the data automatically.
Flags an at-risk conversation and alerts the advisor before it slips.
Detects personal data (SIN, account numbers) in attachments and masks it automatically.
Answers from your connected sources, Equisoft, fund data, regulatory texts, with citations.
Clients ask questions, send documents and track their file at any hour.
Differentiator
It is an intelligent communications connector.
It syncs with the tools you already use, CRM, back-office, management systems, to structure, trace and secure every interaction between advisor, client and distributor. No migration required.
Back-office sync
In production
Email & calendar
In production
Document archiving
In production
Connected CRM
Custom
Wealth management
Custom
CRM
Custom
CRM
Custom
CRM
Custom
CRM
Coming soon
Back-office
Once a signature completes, the case enters the Operations module: a structured ticket system that replaces non-compliant email and gives total visibility on every transaction.
Join the distribution networks moving from reactive compliance to built-in compliance.
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