One client. One conversation.Every channel.

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

Every channel

Every channel, one thread.

Each channel converges into one unified conversation per client, with automatic content transcoding, and everything is archived for compliance.

SMS

Messenger

Voice

Fax

One conversation

Channel by channel

Every channel keeps its native strengths, and lands in the same compliant client conversation.

SMS

Send and receive texts from your existing professional number, fully bidirectional, every message traced.

Messenger

Connect your business page and reply to client messages without leaving the platform.

EmailSoon

Client emails land in the unified thread and replies are tracked alongside every other channel.

Voice

Calls are recorded and linked automatically to the right client file, with full duration history.

Fax

Send and receive faxes inside the client conversation, archived automatically, no physical machine needed.

One thread

Marc B., client

Every channel

SMS

Hi, I’d like to contribute to my RRSP before the deadline.

Hi Marc, here is the pre-filled form for your RRSP.

Voice

Perfect, I’ll sign it this morning.

Marc signed the document, AATL verified

Archived to Equisoft, audit trail compliant with Law 25 and AMF.

What communication channels does Tchat N Sign support?: Tchat N Sign unifies SMS, 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, 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, trusted by Adobe and backed by certified timestamps. The entire process takes under 1 minute compared to the traditional 20-minute flow.
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 conversation per client, every channel, archived automatically and hosted in Canada.