Enhanced due diligence Training for wealth management
StreamAlive helps 9x the audience engagement in your Virtual Instructor-led Trainings (VILT).
Make your instructor-led Enhanced due diligence 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 Enhanced due diligence training for wealth management and you want to make the session fun and interesting. Lets see how to make that happen.
Magic Maps: Pin Them on the Global Map
Start your session by breaking the ice with Magic Maps. Kick things off by asking attendees where they're tuning in from and watch their responses light up a real-time world map. It's an engaging way to visually celebrate the diversity within your audience and makes for a fantastic conversation starter across individual experiences and geographies.

Rating Polls: Gauge Knowledge Levels
Figure out the baseline knowledge in the room with a quick Rating Poll. Ask your participants to rate their understanding of Enhanced due diligence from 1 to 5. This not only helps you tailor your session to meet their needs but makes attendees feel heard and appreciated.

Wonder Words: Shape Sentiment Clouds
Why not tap into your audience's emotions with a Wonder Words interaction? Ask them to share a single word that captures how they feel about Enhanced due diligence. Maybe they're 'excited', 'cautious', or downright 'overwhelmed'! You'll get a colorful, real-time snapshot of their sentiments that's as dynamic as it is informative.

Talking Tiles: Visualize Job Impact
Engage attendees with Talking Tiles, asking them to share how Enhanced due diligence influences their daily roles. As their responses cascade down the screen, you'll transform text into a visually captivating display that reflects the shared challenges and insights within the group.

Power Polls: Focus Learning Interests
Use Power Polls to pinpoint what aspects of Enhanced due diligence grab your audience's curiosity. Is it understanding regulations, mastering methodologies, or spotting fraud signals? Allow their votes to steer the content you dive into, ensuring relevance and heightened engagement.

Spinner Wheel: Let Fate Lead
Keep participation lively by using the Spinner Wheel. When you want someone to elaborate or share their thoughts, let the Spinner Wheel randomly pick a volunteer. It's a light-hearted way to invite interaction without putting anyone directly on the spot.

Quiz: Test Their Know-How
Inject some knowledge checks with a fun quiz. Throw in a couple of multiple-choice questions about Enhanced due diligence procedures, and use Quiz interactions to reveal the correct answers. A little friendly competition can make learning stickier!

Rating Polls: Gauge Knowledge Levels
Figure out the baseline knowledge in the room with a quick Rating Poll. Ask your participants to rate their understanding of Enhanced due diligence from 1 to 5. This not only helps you tailor your session to meet their needs but makes attendees feel heard and appreciated.

Quick Questions: Simplify Q&A
StreamAlives Q&A feature captures questions directly from the chat, which means no separate Q&A box is needed. Just let the questions flow naturally as they arise, and handle them in an organized way without missing a beat.

Analytics: Reflect and Perfect
Post-session, dive into StreamAlives analytics to see how well your presentation held the audiences attention. Identify your top fans to nurture future connections, and send out comprehensive interaction reports to your team over Teams or Email to continuously enhance training effectiveness.











Use StreamAlive in all your training sessions
StreamAlive isn’t just for
Enhanced due diligence
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
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