Powered by Artificial Intelligence
From Prospect to Final Transaction
Automate your entire customer journey in 8 steps. Investment and Insurance, built-in compliance, 100% Canadian data.
<30sAI Response
2-4hComplete Transaction
100%Data in Canada
Communications
Unified multi-channel conversation
AI Portal
Query their file with specialized financial AI
Appointments
Auto scheduling + Mass SMS/Push
KYC
AI document extraction
Signature
Flexible, AATL certified
Operations
Send signed docs to back-office operations
Execution
Back-office orchestration
Follow-up
Post-transaction follow-up D+3
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.
RRSPTFSARESPMutual FundsETFFundservBack-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.
LifeCritical IllnessDisabilityAnnuitiesMGACarriers
Step Details
Each Step in Depth
1
Communications
Unified Conversation - All Channels Archived
One client, one conversation. All channels coexist in one thread with automatic transcoding. AI redirects sensitive information to a secure channel.
Unified conversation: SMS, Messenger, WhatsApp, email, voice
Secure document sharing
Internal team chat
AI redirection to secure channel
Firm control over exchanges
Enhanced cybersecurity MGA/Broker/Insurer
Protects advisors from themselves
100%
Compliant
Auto
Redirection
AI EnhancementSecure ChannelCybersecurity
2
AI Client PortalBeta
Intelligent Client Portal - 24/7 Self-Service
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 AIRAG EngineSelf-Service24/7 Access
Learn more 3
AppointmentsBeta
AI Meeting Assistant - Live Notes & CRM Sync
AI assists during meetings with live note-taking, action items extraction, and automatic CRM synchronization. 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 AssistantMass SMSPush Notifications
4
KYCBeta
Pre-Filled Forms - 15 min instead of 45 min
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 EnhancementAuto-Fill
5
Signature
Legal & 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 CertifiedFlexible7-year Archiving
Learn more 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-OfficeWorkflowTeam CollaborationMGA/Brokers
7
ExecutionBeta
Same-Day Execution - 2-4h vs 24-48h
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
FundservBack-OfficeReal-TimeCompliance
8
Follow-upBeta
AI-Powered Outreach - >60% Response Rate
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 AnalysisNPSAutomation
100% Platform-Agnostic
TnS connects to any CRM, dealer platform, or back-office system. Equisoft/Connect is live in production. Any other connector is custom-built for you. Your ecosystem runs on different systems? That's exactly what TnS is built for.
Security & Compliance
View Security Page International Certifications
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