Virtual Instructor-led Training

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!

Magic map

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.

Ratings Poll

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!

Word Cloud

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.

Talking Tiles

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.

Poll

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.

Spinner Wheel

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.

multiple choice

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!

Rating Poll

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!

Q&A

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.

Analytics & Reports

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.

See StreamAlive's
Interactions in action
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