Financial compliance Training for wealth management
StreamAlive helps 9x the audience engagement in your Virtual Instructor-led Trainings (VILT).
Make your instructor-led Financial compliance 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.

You've been asked to conduct Financial compliance training for wealth management, and you want to make the session fun and interesting. Lets see how StreamAlive can make that happen.
Map Your Audience
Break the ice, kick things off, put your audience on the map. Start the session by asking folks where they're tuning in from. Maybe even have them share a financial hub city they'd love to work in someday. Let StreamAlive's Magic Maps visualize this for everyone to see.

Gauge The Room's Knowledge
Use Rating Polls to find out what everyones knowledge of Financial compliance is. Ask them to rate their current understanding of specific regulations or compliance processes on a scale. Its a quick and visual way to tailor your flow based on your audiences level.

Word Cloud for General Sentiments
Bring the conversation alive! Ask your participants how they feel about Financial compliance training. Excited? Intimidated? Perhaps a tad fearful? StreamAlive can turn these inputs into a live word cloud to visualize the vibe in the room.

Talking Tiles for Impact Discussion
Open up the floor to find out the impact Financial compliance has on your participant's job roles. As responses pour in, use Talking Tiles to capture and showcase the varying views and experiences in a playful, interactive way!

Power Poll for Interest Areas
StreamAlive Power Polls can help you find out what aspect of Financial compliance your audience is most curious about. This ensures your session hits the right notes, focusing on what matters most.

Spinner Wheel For Volunteering
Want to get your audience talking but not sure who will step up? Use the Spinner Wheel. Ask for a volunteer to unmute and answer your question, then spin the wheel to choose who gets to speak. Its fun, unexpected, and gets everyone ready to engage.

Interactive Knowledge Check
Inject some excitement by asking the audience a multiple-choice question about Financial compliance. Only one answer is correct, so make sure they jot their memory banks! Its a quick, engaging way to assess understanding and clear up any confusion.

Gauge The Room's Knowledge
Use Rating Polls to find out what everyones knowledge of Financial compliance is. Ask them to rate their current understanding of specific regulations or compliance processes on a scale. Its a quick and visual way to tailor your flow based on your audiences level.

Seamless Q&A Interaction
During your session, don't let questions slip through the cracks. StreamAlive picks up questions directly from the chat, so there's no need for a separate Q&A box. Just focus on responding to your audience smoothly.

Analyze Post-session
After your session, dive into StreamAlive analytics to see how your presentation kept the attention of the audience. Discover who the most engaged audience members were, and mail those results to your team or share them on your platform of choice.











Use StreamAlive in all your training sessions
StreamAlive isn’t just for
Financial compliance
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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