Customer service Training for financial services
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 got the challenge of leading a Customer Service training session for folks in financial services. But no worries, we're about to turn that challenge into an engaging experience everyone will talk about!
Kick off with Magic Maps
Get things rolling with Magic Maps by asking, "Where in the world are you joining us from?" It's a great way to break the ice and see how diverse your crowd is!

Gauge the Knowledge
Use Rating Polls to discover your audience's current level of expertise in Customer Service. Simple question: On a scale from 1 to 10, how familiar are you with our service process?

Capture Emotions with Wonder Words
Want to know the vibe? Use a Wonder Words cloud to ask: "How do you feel about improving Customer Service skills?" Words like excited or anxious will pop up prominently.

Talking Tiles for Impact
Curious about your trainees' thoughts? Ask them how essential Customer Service is in their roles, and watch the responses cascade down the screen like a conversation starter.

Uncover Knowledge Gaps
Using Power Polls, inquire about which Customer Service areas need more focus. "What aspect are you keen to learn more about - communication, conflict resolution, or empathy?"

Spin the Wheel of Participation
Need a brave volunteer to share their thoughts? Use the Winning Wheel to pick someone at random - it keeps the suspense alive and encourages participation!

Inject Fun with a Quiz
Throw a Customer Service scenario question out there! "What's the best way to handle a difficult client, A, B, or C?" Reveal the answers and unpack the whys.

Gauge the Knowledge
Use Rating Polls to discover your audience's current level of expertise in Customer Service. Simple question: On a scale from 1 to 10, how familiar are you with our service process?

Handle Q&A Seamlessly
Say goodbye to missing questions with StreamAlives Q&A feature. Its all picked up from the chat - no need to juggle different boxes!

See the Engagement Insights
Peak into how your session resonated with the audience. Find your top fans, get detailed interaction reports, and share your successes via Teams or Email.











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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