Context
Security Data is an e‑signature provider serving multiple regulated sectors. Its traditional model required users to download specialized software or access web portals with limited mobile compatibility. This created friction, low completion rates and wait times that could extend for hours before activating a credential.
In an environment where speed and traceability are critical, the experience fell short for users and companies that relied on e‑signature as part of their operational and regulatory processes.
The challenge
The company needed to radically simplify e‑signature activation and increase conversion in an increasingly competitive market.
Main pain points were:
- Low completion rates due to dependency on specific computers or browsers.
- Manual processes delaying credential issuance and delivery.
- Lack of complete digital traceability to audit every step of the flow.
The goal was clear: turn e‑signature into a fast, accessible and 100% digital process.
The solution
With Jelou’s support, Security Data redesigned its activation model through a conversational agent on WhatsApp, the channel most used by its customers.
The new end‑to‑end flow included:
- Full migration to WhatsApp, removing downloads and external portals.
- Guided data capture and identity verification directly in chat.
- Immediate issuance and activation of the e‑signature, with real‑time audited logging.
The benefits were clear: universal access from any smartphone, fewer data capture errors and full traceability to meet regulatory requirements.
Results
The impact was immediate and sustained:
- 78% conversion rate, far above previous figures.
- 59% month‑over‑month growth in e‑signature sales.
- Over USD 10,000 in additional quarterly revenue after implementation.
- Activation time reduced from hours to minutes, improving user experience and reducing support friction.
Conclusion
By moving e‑signature to WhatsApp, Security Data turned a complex flow into an instant, traceable experience, improving both conversion and business growth.
This case shows how conversational ecosystems can accelerate critical processes in regulated sectors, driving revenue, efficiency and customer satisfaction at the same time.