Customer service Training for financial advisors
StreamAlive helps 9x the audience engagement in your Virtual Instructor-led Trainings (VILT).
Make your instructor-led Customer service 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 Customer service training for financial advisors and you want to make the session fun and engaging? Easy peasy! Lets see how to make that happen!
Putting Your Audience on the Map
Start your session by asking participants where theyre joining from. Its a fun way to break the ice and literally put your audience on the geographical map. Imagine seeing all those dots and clusters forming a beautiful global network right on your screen! You might find out some of your attendees are just around the corner.

Gauge Their Excitement
Kick off with a simple rating poll to find out how confident attendees feel about their customer service skills. A quick 1-10 scale will do, showing you the varying levels of expertise in the room. Its an insightful way to tailor your content on the fly!

Feel the Room Vibe with Words
Ask your audience how they feel about customer service training in one word. Create an engaging, real-time word cloud. Words like 'excited', 'intimidated', or 'curious' will pop and grow, giving you a lively snapshot of their mood.

Bring Thoughts to Life
Pose open questions like Whats the impact of customer service on your role? As responses come in, watch them tile and tumble across your screen, turning simple chat answers into an animated visual show.

Discover Their Curiosity
Run a poll to find out which aspect of customer service theyre most keen to dive into. Do they want to learn about conflict resolution or maybe building client rapport? Use their input to guide your session.

Fateful Volunteer
Need a volunteer for a live demo or role-play? Instead of the awkward pause, use the Spinner Wheel to randomly pick someone from the chat, making it feel like a fun game-show moment.

Knowledge Check in Style
Test their customer service know-how with a quick quiz. Ask a multiple-choice question where only one option is correct. Reveal the right answer and celebrate the quiz champions in real-time!

Gauge Their Excitement
Kick off with a simple rating poll to find out how confident attendees feel about their customer service skills. A quick 1-10 scale will do, showing you the varying levels of expertise in the room. Its an insightful way to tailor your content on the fly!

Smooth Sailing Q&A
StreamAlive simplifies your Q&A by pulling audience questions straight from the chat. No need for a clunky separate Q&A box. Smooth, direct, and you can easily address their queries.

Learn From the Engagement
Post-session, check out who the most engaged participants were, analyze what part of your training captured attention the most, and share these insights via email. Keep getting better with every run!











Use StreamAlive in all your training sessions
StreamAlive isn’t just for
Customer service
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
(it's free)

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