Tchat N Sign offers an automated document signing and archiving solution, enhanced by an omnichannel messaging inbox. This solution enables you to integrate and maintain conversations across multiple messaging platforms, while ensuring compliance.
With Tchat N Sign, bring together your SMS and Facebook Messenger communications in a centralized messaging system. Once the conversation is over, archive it as an activity in Equisoft/connect, along with all relevant documents. You can also send an external copy to various stakeholders, such as your MGA.
Whether it's a signature, a conversation, a document or a voice call, Tchat N Sign ensures a uniform archiving process. Thanks to automatic standardization, every advisor benefits from optimal compliance with the AMF and new Self-regulatory organizations (new SRO).
Make life simpler for your team and your customers with Tchat N Sign. Quickly obtain limited authorizations via a streamlined process centered on SMS or Facebook messaging. Thanks to our uniform archiving process, confirm the transaction in Equisoft/connect in the blink of an eye.
Easily create signature requests from your documents with Tchat N Sign. Set up automatic archiving once the transaction is finalized, sending copies to other external destinations and to your MGA.
See how to create an account and learn about the main features in this webinar given by Willie Savard, founder of Tchat N Sign.