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With Tchat N Sign, focus on your interactions with your customers, and your compliance processes go on autopilot.
Tchat N Sign is the ideal solution for financial advisors looking to automate and simplify the management of customer communications and authorizations. Thanks to an intuitive platform, you can centralize all your interactions, obtain secure electronic signatures, and monitor the necessary documents and authorizations in real time. By freeing you from administrative complexity, Tchat N Sign helps you offer faster and more professional service to your customers.
Schedule a ConsultationTchat N Sign allowed me to Reduce by half the time devoted to the management of customer files, and reduce by 80% follow-up correspondence with the broker.
Frederic Poudrette, Pl. End.
Frederic Poudrette Financial Services Inc.
Say goodbye to repetitive tasks. Tchat N Sign automates communication and authorization management, allowing for smooth tracking of signature requests and text communications, without time-consuming archiving tasks.
Maintain the comfort of your customers by offering them a smooth and professional communication experience using the messaging services they already use, while respecting the security and confidentiality standards in place.
Reduce time losses and delays with a platform that allows you to manage all your communications from an intuitive interface. No more confusion between different messaging or document management tools. All you have to do is choose what to do with your new free time.
Consolidate all of your customer exchanges in one place. Whether for documents or messages, you can quickly access all your interaction history, which simplifies the management of your files.
The archiving of each message and document is automated, giving you complete visibility on the history of exchanges. No need to search for scattered information, everything is at your fingertips in case of audit or legal need.
Additional users
$240 CAD/per year
$25 CAD/per month
Additional users
$240 CAD/per year
$25 CAD/per month
Willie Savard, President and CEO of Tchat N Sign, explains in detail the characteristics of the application and offers tips for maximizing its use.
Simply three steps
