Virtual Instructor-led Training

Complaint handling Training for financial advisors

StreamAlive helps 9x the audience engagement in your Virtual Instructor-led Trainings (VILT).

Make your instructor-led Complaint handling 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.

So, youve got the role of teaching financial advisors how to handle complaints. How do you make it engaging and keep their attention? Lets dive into some creative ways to elevate your training session with StreamAlive!

Magic map

Put Everyone on the Map

Magic Maps can help you break the ice right at the start of your session. Try asking your participants, 'Where in the world have you resolved the toughest financial complaint?' as they join. This sets the stage for opening up about real-world experiences.

Ratings Poll

Gauge Their Knowledge

Use Rating Polls to find out how confident everyone is about their complaint handling skills. Ask, 'On a scale from 1 to 10, how skilled do you feel in handling financial complaints?' This gives you a quick look at the groups confidence levels.

Word Cloud

Capture the Vibe

Wonder Words could be your best friend here. Ask something like, 'Share a word that sums up how you feel about handling complaints.' Words like 'challenging,' 'necessary,' or 'rewarding' might pop up, making it easy to chat about common feelings.

Talking Tiles

Share the Impact

Engage your participants by asking them what impact good complaint handling has on their client relationships. Their responses fall like tiles on Tetris making it a fun way to visualize strengths in their roles.

Poll

Discover Their Needs

Throw a quick Power Poll into the mix, like, 'Which part of complaint handling would you like to improve most?' This insight helps tailor the session to real needs in real-time.

Spinner Wheel

Spin for a Speaker

Using the Spinner Wheel, invite a volunteer to share their biggest complaint-handling success story, but leave it up to chance as to who speaks. Whats life without a little suspense, right?

multiple choice

Test Their Skills

Kick off a Quiz asking about basic complaint resolution steps tailored to finance scenarios. Confirm the right answers as you go, reinforcing key procedures your advisors should know.

Rating Poll

Gauge Their Knowledge

Use Rating Polls to find out how confident everyone is about their complaint handling skills. Ask, 'On a scale from 1 to 10, how skilled do you feel in handling financial complaints?' This gives you a quick look at the groups confidence levels.

Q&A

Questions in Real-time

Leverage the Q&A feature to instantly address audience inquiries. No need to manage a separate Q&A box StreamAlive grabs those pressing questions directly from chat!

Analytics & Reports

Reflections and Insights

After your session, check out the Analytics to see what resonated with your advisors. Discover the most engaged learners and share success stories highlighted in your training over email or on Teams.

Use StreamAlive in all your training sessions

StreamAlive isn’t just for

Complaint handling

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.

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