Tchat N Sign - 2026 Pricing, Features, Reviews & Alternatives

1. Efficiency and Time-Savings: Tchat N Sign can help financial advisors win back 25 to 40% of time spent with each client. It simplifies the management of client files, reducing the need for an assistant and cutting the time spent on managing these files by half. It also reduces follow-up correspondences with the broker by 80%, eliminating oversights and unnecessary correspondence.

2. Centralized Communications: The platform supports omnichannel chat, allowing advisors to communicate directly with their clients through tools they already use such as SMS with the firm’s existing phone number, Facebook Messenger through the firm’s page, and internal messaging within the client chat. This consolidates all communication and helps streamline workflows.

3. Universal Digital Signature: Tchat N Sign supports a universal digital signature accepted by insurers and your MGA, providing an unlimited number of signatures through the platform. This simplifies the signing process for both the team and the clients and ensures the secure transmission of signed documents.

4. Secure SMS Transactions: With two-factor confirmation via SMS and email, the platform enables routine transactions with clients securely. This paves the way for a new era of digital signing and ensures archival of documents in the CRM.

5. Confidential File Transfer: Tchat N Sign allows the sending and receiving of files on channels already open with clients, directly on their device of choice. It provides secure links for sending transaction documents to the MGA and imposes no restrictions on the size of the files sent, unlike email.

6. Telephony Integration: The platform allows for calls and SMS from the same number, and incoming and outgoing calls and voicemails are automatically added to the client’s chat history. Audio files for each call are recorded and archived.

7. E-Fax Support: Tchat N Sign supports sending, reading, and receiving faxes all from the web interface, modernizing the way advisors handle fax communications.

8. Compliance and Security: Compliance documents are generated automatically and files are archived and sent automatically. The information processed by the platform is 100% secure, ensuring optimal compliance for the AMF and the new Canadian self-regulatory organization (new SRO).

9. Improved Collaboration and Customer Satisfaction: The platform allows advisors to collaborate on client accounts, share information, and work more efficiently together. With access to a messaging platform, customers can easily contact their advisors and receive prompt responses to their questions or concerns, strengthening relationships and increasing customer loyalty.

10. Automated Workflows: Tchat N Sign streamlines operations, reducing the risk of errors and increasing compliance through consistent logs and archives. This enables a more ecological, more secure, and more efficient practice.