Virtual Instructor-led Training

Customer service Training for wealth management

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 wealth management and you want to make the session fun and interesting. Lets see how to make that happen.

Magic map

Put Your Audience on the Map

Kick things off by asking your participants where theyre joining from or even dream destinations they'd love to visit. Its a fun way to use StreamAlive's Magic Maps and creates an immediate connection as folks see their locations pop up. Now, thats what I call breaking the ice!

Ratings Poll

Gauge Their Knowledge

Get a quick read on your audience's understanding of Customer service in wealth management. Ask them to rate their knowledge from 1 to 5 using StreamAlives Rating Polls. This helps tailor your session to match their expertise levels right from the get-go.

Word Cloud

Feel the Pulse

Want to know how everyone is feeling about the training? Use StreamAlives Word Cloud feature and ask, 'In one word, how do you feel about Customer service training?' Watch the words like 'excited', 'curious', or maybe even 'nervous' pop up in real-time, setting the tone for your session.

Talking Tiles

Bring Conversations to Life

Delve deeper by asking your audience the impact Customer service has on their job roles. As responses pour in, let StreamAlive's Talking Tiles turn them into a lively visual display, engaging everyone in a fun and dynamic way.

Poll

Discover Their Interests

Find out what part of Customer service piques their interest most using a poll. Whether its about handling difficult clients or effective communication skills, StreamAlives Poll feature can guide your training content focus.

Spinner Wheel

Let Fate Decide

Want someone to volunteer for a roleplay or share their experience? Use StreamAlives Spinner Wheel to pick a participant randomly. Itll keep everyone on their toes and ready to engage.

multiple choice

Knowledge Check Fun

Throw in some multiple-choice questions about Customer service strategies specific to wealth management. With StreamAlives Quiz feature, answer tracking and revealing correct answers become interactive and playful.

Rating Poll

Gauge Their Knowledge

Get a quick read on your audience's understanding of Customer service in wealth management. Ask them to rate their knowledge from 1 to 5 using StreamAlives Rating Polls. This helps tailor your session to match their expertise levels right from the get-go.

Q&A

Seamless Interactions

Got questions from your audience pouring in? Let StreamAlive seamlessly pick up these queries directly from the chat, so you dont miss a beat during your live session.

Analytics & Reports

See the Engagement Magic

Post-session, dive into StreamAlives Analytics to see how well you captured attention, identify your top fans, and share engaging moments with your team via email or on platforms like Teams. Its like having a magnifying glass to your audience's engagement.

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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