AI Client Portal Beta
A PERSONAL FINANCIAL ASSISTANT FOR EVERY CLIENT
Give your clients 24/7 access to their file via an AI assistant specialized in finance. Like ChatGPT, but connected to their data. Talk to it by text or voice!
TnS Assistant
Online • Connected to your file
Marie D. available
Conversation Flow
HOW THE ASSISTANT WORKS
From the client's question to advisor follow-up — every step is intelligent.
1
Natural Input
Client communicates via any channel — text, voice, Messenger — everything converges in one unified conversation
2
AI Understanding
Assistant analyzes intent and file context
3
Verified Data
Checks existing data and partner sources
4
Personalized Response
Accurate response based on file and RAG data
5
Real-Time Analysis
Sentiment detection, note-taking and auto summary
6
Advisor Support
Seamless escalation to human when needed
Capabilities
ASSISTANT CAPABILITIES
Input
Natural InputNatural language requests converted to system actions
Voice InteractionNeural voice pipeline with voice activity detection and real-time transcription. Talk to the assistant like a real advisor.
Intelligence
Pre-filled DataAI checks if info already exists elsewhere to avoid asking the client again. Faster, friendlier experience.
Guided Form FillingAdvisor grants access to client. AI asks questions by voice or text and fills forms automatically.
Analysis
AI Note-TakingAutomatic structured notes during every exchange: key points, decisions made and required follow-ups.
Sentiment AnalysisReal-time evaluation combining text and voice: detecting hesitation, frustration or confusion. Advisor alerts for consent and suitability concerns.
Output
Conversation SummaryClear, actionable summaries after each conversation: next steps, commitments and deadlines.
Advisor SupportAdvisor intervention during business hours, research sharing
Specialized AI
NOT A GENERIC CHATGPT
A specialized financial AI powered by your partner data
TnS RAG Engine
Accurate, contextual and up-to-date answers
Equisoft/Connect
Client files, history, CRM activities
Funds & Products
Fund catalog, prospectus, returns
Regulatory Data
KYC rules, AMF/IIROC compliance
Client Documents
Filled forms, IDs, statements
Future Partners
Extensible architecture for new sources
Not ChatGPTReal-time dataExtensible
AI in Your Workflow
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
Communications
Detection & Routing
Every client interaction opens a unified conversation: SMS, Messenger, WhatsApp, email and voice coexist in one thread. AI analyzes in real time, detects intent and routes to the right advisor. Content automatically transcodes between channels.
- Channels unified in one conversation
- Automatic cross-channel transcoding
- AI intent detection
- Intelligent routing
2
AI Portal
Secure Channel & AI Assistant
A secure channel for exchanging sensitive data (driver's license, ID documents, etc.) and a specialized AI 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)
- TnS advisor handoff
3
Appointments
Meeting Assistant
AI analyzes conversations in real-time via the voice pipeline: automatic note-taking, sentiment detection and actionable summaries. Automatic multi-channel reminders before meetings.
- Auto notes & summaries
- Real-time sentiment analysis
- Auto multi-channel reminders
- Voice pipeline: VAD, transcription, auto-summary
4
Client Collection
AI-Guided Forms
Advisor grants access to client. AI asks questions by voice or text, checks if info already exists in Equisoft or other sources, and fills forms automatically.
- Voice or text questions
- Equisoft pre-filled data
- Auto form filling
- TnS built-in PDF editor
5
KYC
Extraction & Validation
The TnS KYC module uses advanced OCR to extract data from ID documents and automatically validates regulatory compliance. From 45 min to 15 min per file.
- ID document OCR
- Auto PDF pre-fill
- AMF compliance validation
- Multi-source aggregation
6
Signature
TnS Signature AATL
AI prepares documents and verifies compliance. AATL-certified signature via GlobalSign, RSA 4096-bit, 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
Operations
TnS Operations Module
Signed documents are automatically sent to the TnS Operations module: 7-state Kanban workflow, secure chat per transaction, Fundserv and back-office submission.
- 7-state Kanban workflow
- Auto Fundserv submission
- Secure chat per transaction
- 100% traceability
8
Follow-up
Satisfaction & Escalation
AI contacts the client at D+3 through the unified conversation, analyzes response sentiment and automatically escalates to the advisor if needed.
- Automatic multi-channel D+3 follow-up
- AI sentiment analysis
- Auto advisor escalation
- NPS score & testimonials
Security & Processing
AI SECURITY AND INTELLIGENT PROCESSING
Secure Redirection
Automatically protects sensitive information
The firm can control exchanges via SMS or other channels.
and Strengthened compliance and cybersecurity for MGA, Broker, and Insurance companies.
Protects advisers from themselves to ensure full compliance.
PDF Preparation
Intelligent auto-fill
Aggregates client data from relevant sources, then fills out any necessary file.
All PDFs come to the advisor filled out and ready to send.
PDF adjustments can be made without leaving Tchat N Sign.
Secure and fast PDF processing ensures accuracy and efficiency.