AI and Digital Transformation Training for financial advisors
StreamAlive helps 9x the audience engagement in your Virtual Instructor-led Trainings (VILT).
Make your instructor-led AI and Digital Transformation training more fun with polls, word clouds, spinner wheels and more
Works inside your existing PowerPoint presentation
Install the StreamAlive app for PowerPoint and see your slides come to life as people participate in your interactions
AI generates audience interactions for you
Let our AI scan your presentation and automatically come up with relevant questions based on the content. Or spend two hours coming up with your own questions, your choice!
Built to work with MS Teams and Zoom
Native apps for Teams and Zoom so you never have to leave your existing workflows
No QR Codes
Chat-powered interactions means your audience doesn’t need to scan QR codes or look at another screen to participate. They just type in the chat!

Quickly approved by your IT team
StreamAlive’s apps for Teams and Zoom means that they have been through rigorous quality assurance and client safety reviews. You’ll find everything an IT team needs to approve the app within the organization within your StreamAlive account.

Youve been asked to conduct AI and Digital Transformation training for financial advisors, and you want to make the session fun and interesting. Lets see how to make that happen.
Put Your Advisors On The Map
Break the ice by kicking things off with Magic Maps. Ask your advisors, 'Where in the world are you advising from today?' This sets the stage, and the whole map literally lights up with their locations. Or how about asking, 'What's a dream destination you've always wanted to visit?' Get them thinking beyond spreadsheets and analysis!

Gauge Their AI Savvy
Start with a Rating Poll to find out what everyones knowledge of AI and Digital Transformation is. Ask them on a scale from 1 to 10, how comfortable are they with AI concepts. This lets you know how deep you can dive into each topic.

Feel the AI Vibes
Use Wonder Words to create a word cloud and ask how financial advisors feel about AI and Digital Transformation right now. Are they excited? Intimidated? Curious? Let those big words show you the mood in the room!

Tile Up Their Thoughts
Dive deeper by asking them how AI impacts their job role using Talking Tiles. As their responses tumble down like Tetris pieces, witness their perspectives on how these technologies are integrating into their financial advisory roles.

Discover Their Interest
Run a Power Poll to find out what aspect of AI and Digital Transformation people want to know more about. Is it machine learning, digital transactions, or data analytics? Let their curiosity drive the session!

Fate Chooses a Speaker
Break the silence with a spinner game asking for a volunteer to unmute and share their thoughts, but let the Winning Wheel decide who gets the floor. Its random, its fun, and it gets people talking!

Test Their Know-How
Quiz time! Ask your audience a multiple-choice question related to AI and Digital Transformation where only one answer is correct. This can be an engaging way to check their knowledge!

Gauge Their AI Savvy
Start with a Rating Poll to find out what everyones knowledge of AI and Digital Transformation is. Ask them on a scale from 1 to 10, how comfortable are they with AI concepts. This lets you know how deep you can dive into each topic.

No More Missed Questions
You know how questions can get lost in chat chaos? StreamAlive picks them right up, straight from the chat, so you dont need a separate Q&A box. Just let the conversation flow without worries!

See Who Was Hooked
With StreamAlive's Analytics, see whose attention you caught during the session, who were the most engaged, and share results from your interactions directly on Teams or via Email. Perfect to understand and optimize your next training session!











Use StreamAlive in all your training sessions
StreamAlive isn’t just for
AI and Digital Transformation
training,
it can also be used for any instructor-led training session
Explore similar traingin ideas: unlocking the potential of StreamAlive
See how StreamAlive transforms live training with engaging events and interactive sessions across industries.
Interactions in action
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