Modular B2B Platform

One Platform. Every Link in the Chain.

Start small. The system scales without asking more from you.

Explore Use CasesHow It Works
SOC 2Type II Certified
Canada
100%Canadian Data
AATLCertified
Jour 1Productive from day 1
The Reality on the Ground

The Problems We Solve

What your teams face every day — and why current tools are no longer enough.

WhatsApp & non-compliant communications

Your advisors share sensitive data on WhatsApp, personal SMS, or Messenger. No archiving, no traceability, maximum regulatory exposure.

Manual PDF processes with re-entry

Hand-filled forms, re-typed into 3 different systems. 3 to 10 days for a transaction that should take 5 minutes.

Zero real-time visibility

Where's that file? Who signed it? Did the back-office receive it? Nobody knows — everyone's waiting for an email.

Post-merger legacy systems

After a merger or acquisition, 4 different CRMs, 3 signature systems, no integration. Each team works in a silo.

The Copy-Paste Sheet

From 3-10 days to 5 minutes

The current process vs what TnS enables — for every transaction.

3-10 days

Before TnS

  • 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
5 minutes

With TnS

  • Structured data from the start
  • Automatic form pre-fill
  • Direct delivery to back-office — zero email
  • Copy-paste into any system
  • AI validation → 0 errors → immediate execution
Progressive Adoption

Start small, scale at your own pace

No need to change everything at once. TnS integrates progressively into your existing ecosystem.

1
Available

Deploy now

Compliant communication, AATL e-signature, collection portal. 0 integration required — works standalone from day 1.

2
When you're ready

Connect your systems

Bidirectional API to your CRMs, back-offices, and existing systems. Custom connectors built for your specific stack.

3
Vision 2026

Agentic AI + TnS Orchestrator

Automatic orchestration by AI agents. Your systems communicate with each other via the TnS Orchestrator protocol — encrypted, auditable, autonomous.

Use Cases

Solutions for Every Vertical

Three proven deployment models — each leveraging the same modular platform, tailored to your specific workflow.

Agnostic — integrates with your tools

Financial Services & Wealth Management

For: MGAs, brokers, dealers and distributors

End-to-end advisor workflow from prospect to final transaction. KYC, e-signature, Fundserv execution, compliance archiving.

WorkflowProspect → Communication → KYC → Signature → Execution → Follow-up
IntegrationsEquisoft/Connect (live), Equisoft/Centralize, Fundserv, Espace Affaires, any CRM
KYC: 15 min vs 45 minExecution: 2-4h vs 24-48h
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Agnostic — integrates with your tools

Insurance Operations & Services

For: Medical Evidence Providers, TPA, Underwriting Firms

Back-office operations automation. E-signature workflows, smart portals, AI interview agents, bidirectional system sync.

WorkflowOrder → Signature → Collection → AI Processing → Delivery → Tracking
IntegrationsYour existing systems, back-office, SharePoint, any software already in place
Processing time: -60-80%Unlimited interview capacity
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Agnostic — integrates with your tools

Mortgage Brokerage

For: Mortgage Brokers, Brokerages (Multi-Pret, Planipret, nesto...)

From prospect to notary signing. Document collection, multi-lender submission, approval tracking — all in one platform.

WorkflowCommunication → Qualification → Documents → Signature → Secure Submission → Tracking
IntegrationsMortgage CRM, lender systems, any brokerage software
File completion: -60%Secure 2FA submission
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Security & Compliance

International Certifications

ISO 27001ISO 27701SOC 2
View Security Page

Ready to Transform Your Operations?

Discover how TnS can automate your workflows while ensuring total compliance.

Book a demo