Tchat N Sign
Why TnSSecurityPricingBlog
Book a Demo

Tchat N Sign Solutions is a Canadian fintech based in Alma, Saguenay–Lac-Saint-Jean. We build compliant communication tools for Canadian financial advisors and firms. Hosted in Canada, certified SOC 2 Type II and ISO 27001.

fb
yt
in
x
  • Home
  • Omnichannel
  • Telephony
  • E-Signature
  • Mobile App
  • Pricing
  • AI Agents
  • Security
  • Demo
  • About
  • Privacy Policy
  • Terms of Use
  • Cookie Policy
  • Security and Compliance
  • [email protected]
  • 1 (844) 972-0420
  • SMS: (581) 203-0665
  • 375 Boulevard De Quen,
    Alma, Quebec, G8B 5P2
  • certificate
  • certificate
  • certificate

© 2026 Tchat N Sign. All rights reserved.

CanadaMade in Canada

Coming soon

These AI features are currently in development.

AI Client Portal

A personal financial assistant for every client.

Give your clients 24/7 access to their file through an AI assistant specialized in finance. Like ChatGPT, but connected to their data, by text or by voice.

  • Text or voice
  • Connected to your data
  • Available 24/7

The assistant's journal

Coming soon
  • 10:04Call summary drafted(soon)key points and follow-ups, ready to archive
  • 10:06SIN redacted in the attachment(soon)sensitive data detected and blocked
  • 10:11Reply suggested to the assistant(soon)human-approved before sending
  • 10:12Note synced to the file(soon)CRM updated, audit trail kept

AI in your workflow

Coming soon

AI at every step.

Not a generic ChatGPT. A specialized AI that automates and optimizes every step of the advisor journey, across all TnS modules.

  1. 1

    Communications

    Detection & routing

    Every client interaction opens one unified conversation: SMS, Messenger, email and voice in a single thread. AI detects intent and routes to the right advisor.

    • Channels unified in one conversation
    • Cross-channel transcoding
    • AI intent detection
    • Intelligent routing
  2. 2

    AI Portal

    Secure channel & assistant

    A secure channel for sensitive data (IDs, documents) and a specialized assistant connected to financial data via our RAG. Clients ask questions 24/7 by text or voice.

    • Secure sensitive data exchange
    • Financial data RAG
    • Neural voice pipeline (STT/TTS)
    • Advisor handoff
  3. 3

    Appointments

    Meeting assistant

    AI analyzes the conversation in real time via the voice pipeline: automatic notes, sentiment detection and actionable summaries. Multi-channel reminders before meetings.

    • Auto notes & summaries
    • Real-time sentiment
    • Auto multi-channel reminders
    • VAD, transcription, auto-summary
  4. 4

    Client collection

    AI-guided forms

    The advisor grants access to the client. AI asks the questions by voice or text, checks if the info already exists in Equisoft, and fills the forms automatically.

    • Voice or text questions
    • Equisoft pre-filled data
    • Automatic form filling
    • Built-in PDF editor
  5. 5

    KYC

    Extraction & validation

    Advanced OCR extracts data from ID documents and validates regulatory compliance automatically. From 45 minutes to 15 minutes per file.

    • ID document OCR
    • Automatic PDF pre-fill
    • AMF compliance validation
    • Multi-source aggregation
  6. 6

    Signature

    Prepared & compliant

    AI prepares the documents and verifies compliance. AATL-certified signature via GlobalSign, mandatory 2FA. TnS Signature or OneSpan, based on your needs.

    • AATL-certified signature
    • Mandatory 2FA (SMS/voice)
    • Drag & drop PDF editor
    • Post-signature actions
  7. 7

    Operations

    Submission & traceability

    Signed documents flow automatically into the Operations module: a 7-state Kanban workflow, secure per-transaction chat, Fundserv and back-office submission.

    • 7-state Kanban workflow
    • Automatic Fundserv submission
    • Secure chat per transaction
    • Full traceability
  8. 8

    Follow-up

    Satisfaction & escalation

    AI reaches the client at D+3 through the unified conversation, analyzes sentiment and escalates to the advisor automatically when needed.

    • Automatic D+3 follow-up
    • AI sentiment analysis
    • Auto advisor escalation
    • NPS score & testimonials
45 → 15 minper KYC file

Specialized AI

Not a generic ChatGPT.

A specialized financial AI, powered by your partner data.

Our RAG engine connects the assistant directly to trusted financial data sources. It becomes a domain expert, not a generalist.

Equisoft/Connect
Funds & products
Regulatory data
Client documents
Future partners
RAG
Reliable answers
Not ChatGPTReal-time dataExtensible

Capabilities

What the assistant does.

Input

Natural input

Natural-language requests converted into system actions.

Voice interaction

Neural voice pipeline with voice-activity detection and real-time transcription. Talk to it like a real advisor.

Intelligence

Pre-filled data

AI checks if the info already exists elsewhere, so the client is never asked twice.

Guided form filling

The advisor grants access; AI asks by voice or text and fills the forms automatically.

Analysis

AI note-taking

Structured notes during every exchange: key points, decisions and required follow-ups.

Sentiment analysis

Real-time read of text and voice: hesitation, frustration or confusion, with advisor alerts for consent and suitability.

Output

Conversation summary

Clear, actionable summaries after each conversation: next steps, commitments and deadlines.

Advisor support

Advisor intervention during business hours, with research sharing.

Security & processing

Safe by design.

Secure redirection

Protects sensitive information automatically.

  • The firm controls exchanges via SMS or other channels.
  • Strengthened compliance and cybersecurity for MGAs, brokers and insurers.
  • Protects advisors from themselves, for full compliance.

PDF preparation

Intelligent auto-fill.

  • Aggregates client data from the right sources, then fills any required file.
  • Every PDF reaches the advisor filled out and ready to send.
  • Adjustments can be made without leaving Tchat N Sign.
  • Secure, fast PDF processing for accuracy and efficiency.

Give your clients an assistant that never sleeps.

A specialized financial AI, connected to their file, in your firm’s colours.

Book a demo