What communication channels does Tchat N Sign support?

Tchat N Sign unifies SMS, WhatsApp, Facebook Messenger, email, fax, and VoIP telephony into a single conversation thread per client. All channels are automatically archived for regulatory compliance.

Is omnichannel communication compliant with Canadian financial regulations?

Yes. Every message across all channels is automatically archived with tamper-proof timestamps, meeting CIRO, AMF, and Law 25 requirements. Our platform is SOC 2 Type II and ISO 27001 certified.

Can clients choose their preferred communication channel?

Absolutely. Clients can reach their advisor via SMS, Messenger, WhatsApp, or phone call. All messages converge into a single unified thread on the advisor side, regardless of the channel used.

How does Tchat N Sign handle document sharing and e-signatures?

Documents can be shared securely through any channel and signed with AATL-certified digital signatures using RSA 4096-bit encryption and RFC 3161 timestamps. The entire process takes under 1 minute compared to the traditional 20-minute workflow.

Does the platform integrate with existing CRM systems?

Yes. Tchat N Sign integrates with major CRM platforms including Equisoft/Connect, and offers a bidirectional API for custom integrations. All conversation history and signed documents are automatically synced to your CRM.

One client. One conversation. Every channel.

One unified conversation per client. SMS, Messenger, WhatsApp, email, voice — all channels coexist in one thread with automatic content transcoding.

∞

Unified
conversations

100%

History
preserved

Hosted
in Canada

Swipe

Jean Tremblay

Unified conversation

SMS

Hello, I would like to modify my RRSP.

Of course! I'm sending you the form.

Form received, here is the signed document attached.

Messenger

Thanks! Is it confirmed?

Voice call · 2:34

“Transfer confirmation”

Write a message...

From first contact to compliant archiving

One conversation thread per client — automatically archived and compliant

Tchat Omnichannel

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Centralized conversation interface

All your customer conversations in a single intuitive interface. No more juggling between applications - everything is in one place.

Complete history per customer
All channels visible
Mobile and desktop interface

Facebook Messenger with your business page

Integrate your professional Facebook page directly. Respond to customer messages without leaving the platform.

Bidirectional synchronization
Messages automatically archived
Instant client identification

Internal messaging with team in client chat

Collaborate with colleagues directly in the client conversation thread. Use @mentions to request expert help without losing context.

@Mentions to notify colleagues
Internal messages invisible to client
Real-time collaboration

SMS with your existing business number

Send and receive SMS directly from the platform with your existing professional number. Complete bidirectional communication.

Uses your current number
Incoming and outgoing SMS
Complete history preserved

Incoming and outgoing fax linked to client

Receive and send faxes directly in the client conversation. No more physical machine needed - everything is digital and archived automatically.

Faxes received directly in chat
Instant document preview
No physical machine required

Voice calls linked to client

All your phone calls recorded and automatically linked to the right client file. Complete history with duration and recordings.

Automatic recording (8 min 19 s)
Automatic contact linking
Direct playback in interface

Secure SMS transaction with 2FA

Get client authorizations via SMS with two-factor authentication. Limited authorizations without calling the client, complete transaction audit.

Secure 2FA authentication
Configurable limited authorizations
Complete AMF compliant audit

Secure file sharing

Send or receive documents with secure link. Configure expiration deadlines and limit number of downloads. Complete tracking (3 days remaining, 5 downloads).

Secure links with expiration
Download limits
Real-time tracking

Automatic CRM archiving

Automatically archive all conversations and documents directly to your CRM (Equisoft/connect) or SharePoint. Generate PDF transcripts and sync activities to client calendars for complete audit trails.

PDF conversation exports
Calendar activity sync
Equisoft & SharePoint integration