MeetOn
Agent Verification Desk (Before Qualified Signing)
Run secure agent-led verification calls before QES signing, with guided checks, decision logging, and traceable session records.
Who it’s for
Banks and regulated service providers that want customers to verify via a live agent call using their own teams (service desk, branch staff, helpline).
When you need it
- Your policy requires “verify‑before‑sign”, prior to QES-related steps
- You need a secure invitation and controlled agent workflow
- You want traceability across scheduling, decisions, and verification evidence
What it prevents
- Manual scheduling effort and inconsistent call coordination
- High no-show rates and lost onboarding momentum
- Poor auditability of human verification steps
What you get
- Secure meeting invitation or scheduled call flow
- Pre-call identity context for agents, including prior ID capture outputs
- Logged decision outcomes, linked to signing steps and verification evidence
Key capabilities
- Secure invitations (instant or scheduled)
- Appointment scheduling and rescheduling flows
- Smart agent routing, based on language, and availability
- Pre‑call identity context for agents, including prior ID images and data
- Guided verification questions and checklists
- Decision logging and session traceability
- Policy-based recording controls , where permitted
- Web and mobile supported
Trust & compliance
- Sessions records and decision traceability, supporting audits and compliance reviews
- Controlled access to evidence and call artifacts
- Retention policies aligned to local regulatory requirements
Typical use cases
- Agent verification call prior to QES signing
- Service desk assisted onboarding for higher‑risk or exception cases
- Cross-border onboarding requiring human review