Before TnS
3-10 days- PDF form filled by hand
- Data re-typed into the CRM
- Sent by email to the back-office
- Re-entered into the provider's system
- Transcription errors → file rejected → start over
Start small. The system scales without asking more from you.
The Reality on the Ground
What your teams face every day, and why current tools are no longer enough.
01
Your advisors share sensitive data on personal SMS or Messenger. No archiving, no traceability, maximum regulatory exposure.
02
Hand-filled forms, re-typed into 3 different systems. 3 to 10 days for a transaction that should take 5 minutes.
03
Where's that file? Who signed it? Did the back-office receive it? Nobody knows, everyone's waiting for an email.
04
After a merger or acquisition, 4 different CRMs, 3 signature systems, no integration. Each team works in a silo.
The Copy-Paste Sheet
The current process vs what TnS enables, for every transaction.
Progressive Adoption
No need to change everything at once. TnS integrates progressively into your existing ecosystem.
Compliant communication, AATL e-signature, collection portal. 0 integration required, works standalone from day 1.
Bidirectional API to your CRMs, back-offices, and existing systems. Custom connectors built for your specific stack.
Automatic orchestration by AI agents. Your systems communicate with each other via the TnS Orchestrator protocol, encrypted, auditable, autonomous.
Use Cases
Three proven deployment models, each leveraging the same modular platform, tailored to your specific workflow.
For: MGAs, brokers, dealers and distributors
End-to-end advisor workflow from prospect to final transaction. KYC, e-signature, Fundserv execution, compliance archiving.
For: Medical Evidence Providers, TPA, Underwriting Firms
Back-office operations automation. E-signature workflows, smart portals, AI interview agents, bidirectional system sync.
For: Mortgage Brokers, Brokerages (Multi-Pret, Planipret, nesto...)
From prospect to notary signing. Document collection, multi-lender submission, approval tracking, all in one platform.
Security & Compliance
Discover how TnS can automate your workflows while ensuring total compliance.