Tchat N Sign Mobile

Solutions Tchat N Sign inc.

About this app

Tchat N Sign Mobile is the official app for the TchatNSign platform, designed specifically for financial advisors. Communicate securely with your clients, manage your contacts, and track electronic signatures, all from your mobile device.

SECURE OMNICHANNEL MESSAGING
Communicate with your clients through multiple channels from a single app:
• SMS
• Secure Web (encrypted messages)
• Facebook Messenger
• Internal team discussions
Send and receive messages in real time with typing indicators and read receipts.

CONTACT MANAGEMENT
Access all your client profiles with essential information:
• Complete contact details (phone, email, address)
• FATCA and tax residency information
• Investment notes and client profile
• Communication history
• Quick creation of new contacts

ELECTRONIC SIGNATURES
Track and manage your signature requests directly from the app:
• Real-time signature progress tracking
• Participant status (pending, in progress, completed)
• Sign your own documents when you are a participant
• Resend invitation emails
• Unlock blocked participants

AI VOICE ASSISTANT
Leverage artificial intelligence for your client meetings:
• Real-time voice transcription
• Automatic speaker detection
• Transcription history
• Multilingual support

SECURE FILE TRANSFER
Exchange documents with full confidentiality:
• Secure links with configurable expiration
• File deposit links for your clients
• Limited authorization forms (FAL)
• Share files from other apps

ENTERPRISE-GRADE SECURITY
• Biometric login (fingerprint, facial recognition)
• End-to-end encrypted communications
• Secure credential storage in system keychain
• Automatic session renewal

REAL-TIME NOTIFICATIONS
Never miss an important message with smart push notifications that alert you only when necessary.

TEAM MANAGEMENT
• Assign conversations to team members
• Quick team switching
• Filter by personal or team conversations

BILINGUAL
Fully available in French and English with automatic device language detection.

Tchat N Sign Mobile is an application designed for financial services professionals using the TchatNSign platform. An active TchatNSign account is required to use this app.

What’s new

Initial version