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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.

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  • [email protected]
  • 1 (844) 972-0420
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  • 375 Boulevard De Quen,
    Alma, Quebec, G8B 5P2
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© 2026 Tchat N Sign. All rights reserved.

CanadaMade in Canada

Firms, advisors and MGAs

Eight steps, from prospectto settled file.

Investment and insurance on one platform: every step of the client journey is archived, compliant and re-keying-free. AI steps are labeled and coming soon.

Book a demoDiscover the workflow
  • Investment and insurance
  • Built-in AMF compliance
  • Data in Canada

One client file, today

File settled
  • 09:14Message received, archivedclient SMS, unified compliant thread
  • 09:40Appointment confirmedinvitation sent, automatic reminder
  • 11:22T2033 signedAATL certificate, identity verified
  • 11:31Sent to operationsno email, no re-keying

  1. Communications

    Unified multi-channel conversation

  2. AI Portal

    Query their file with a specialized AI (soon)

  3. Appointments

    Auto scheduling + Mass SMS/Push

  4. KYC

    AI document extraction (soon)

  5. Signature

    Flexible, AATL certified

  6. Operations

    Send signed docs to back-office operations

  7. Execution

    Back-office orchestration

  8. Follow-up

    Post-transaction follow-up D+3

Step details

Each step in depth

  1. 1

    Communications

    Unified conversation: all channels archived

    One client, one conversation. All channels coexist in one thread with automatic transcoding. Sensitive information is handled in a secure channel.

    • Unified conversation: SMS, Messenger, email, voice
    • Secure document sharing
    • Internal team chat
    • Secure channel for sensitive information
    • Firm control over exchanges
    • Enhanced cybersecurity MGA/Broker/Insurer
    • Protects advisors from themselves
    100%
    Compliant
    Auto
    Redirection
    • AI Enhancement
    • Secure Channel
    • Cybersecurity
  2. 2

    AI Client Portal

    Intelligent client portal: 24/7 self-serviceSoon

    More than just lead qualification - give each client access to a junior advisor available 24/7 who knows their file. Specialized financial AI (not generic ChatGPT) with RAG on partner data.

    • Client can query their own file
    • Specialized financial AI (not generic ChatGPT)
    • RAG with partner data (Equisoft, funds, products)
    • 24/7 self-service for common questions
    • Advisor handoff when needed
    24/7
    Availability
    <30s
    Response Time
    80%
    Self-Service Rate
    • Specialized AI
    • RAG Engine
    • Self-Service
    • 24/7 Access
  3. 3

    Appointments

    AI meeting assistant: live notes and CRM syncSoon

    AI will assist meetings with live note-taking, action-item extraction and automatic CRM sync (coming soon). Every interaction documented and actionable.

    • AI meeting assistant (more than a notetaker)
    • Matching by specialization and territory
    • Mass SMS/Push instead of mass mailing
    • Automatic multi-channel reminders
    • Advisor calendar sync
    5%
    No-show
    3x
    Open rate
    • AI Assistant
    • Mass SMS
    • Push Notifications
  4. 4

    KYC

    Pre-filled forms, automatic document extractionSoon

    AI aggregates client data from all sources and automatically fills in all necessary PDF forms.

    • Data aggregation from multiple sources
    • Pre-filled PDFs ready to send
    • Built-in PDF editor for adjustments
    • Eliminates 40k+ misconfigured PDFs/year
    15 min
    vs 45 min
    40k+
    PDFs/year eliminated
    • AI Enhancement
    • Auto-Fill
  5. 5

    Signature

    Legal and instant signature, AATL certified

    Two AATL certified solutions, one unified experience. Choose the signature suited to your partners: TnS Signature or OneSpan integration.

    • TnS Signature - certified proprietary solution
    • OneSpan partnership - extended compatibility
    • Legally binding value
    • Complete audit trail
    • 7-year compliant archiving
    AATL
    Adobe Certified
    7 years
    Archiving
    • AATL Certified
    • Flexible
    • 7-year Archiving
  6. 6

    Operations Module

    From signed documents to back-office: no more email

    Once the client signs, documents are sent directly to the Operations Module, a specialized tool for MGAs, brokers and insurers to receive, process and supervise financial transactions. Replaces email with a structured workflow where every transaction has its own space, chat, and audit trail.

    • Automatic delivery of signed documents to operations team
    • 7-state transaction workflow with Kanban view
    • Secure chat per transaction between advisor and operations
    • Built-in PDF editor for corrections before submission
    • Team supervision, workload distribution and reminders
    • Future connectors to back-office systems (Fundserv, insurance manufacturers)
    0
    Lost emails
    100%
    Traceability
    • Back-Office
    • Workflow
    • Team Collaboration
    • MGA/Brokers
  7. 7

    Execution

    Same-day execution: straight to the back-officeSoon

    THE new method for compliance. Real-time tracking between advisor and back-office until each transaction closes, with integrated chat to communicate with broker, MGA or operator.

    • Integrated Fundserv connector
    • Insurance manufacturers
    • Real-time advisor ↔ back-office tracking
    • Integrated chat with broker/MGA/operator
    • PDF editor for operations corrections
    • Automatic pre-trade validation
    2-4h
    vs 24-48h
    100%
    Traceability
    • Fundserv
    • Back-Office
    • Real-Time
    • Compliance
  8. 8

    Follow-up

    Personalized outreach, drafted by AISoon

    D+3 satisfaction contact with sentiment detection and automatic escalation if issue detected.

    • Automatic D+3 contact
    • AI sentiment analysis
    • Auto escalation if negative
    • NPS score and testimonials
    >60%
    Responses
    <5%
    Escalations
    • Sentiment Analysis
    • NPS
    • Automation

One Platform

Investment & Insurance Unified

No more two separate systems. Manage your investment practice (via dealer) and insurance (via MGA) in one interface.

Investment

Client wants an RRSP and life insurance? One file, one process, one signature. Transactions via your dealer (Fundserv, back-office) with the same tool as your MGA files.

  • RRSP
  • TFSA
  • RESP
  • Mutual Funds
  • ETF
  • Fundserv
  • Back-office

Insurance

Client wants life insurance and a TFSA? One file, one process, one signature. Submissions via your MGA (manufacturers) with the same tool as your dealer files.

  • Life
  • Critical Illness
  • Disability
  • Annuities
  • MGA
  • Carriers

Security and compliance

International certifications

ISO 27001, SOC 2, Law 25 and AMF compliant. Your data is protected by the highest security standards.

View Security Page

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