Know your customer (KYC) Training for asset managers
StreamAlive helps 9x the audience engagement in your Virtual Instructor-led Trainings (VILT).
Make your instructor-led Know your customer (KYC) 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 Know Your Customer (KYC) training for asset managers, and you want to make the session fun and interesting. Lets see how to make that happen.
Put Your Audience on the Map!
Break the ice by asking participants 'Where in the world are you joining us from?' Use the Magic Maps to plot these locations. This not only gets people chatting but also gives a geographic perspective of your audience. You could also ask them 'Which earth city would you love to visit for a KYC conference?'

Gauge Knowledge with Rating Polls
Start by finding out everyone's existing knowledge of KYC with a quick rating poll. Ask them to rate their understanding from 1 to 5. This helps tailor the depth of your session accordingly.

Feel the KYC Buzz with Word Clouds
Use a word cloud to capture the initial thoughts and feelings about KYC training. Ask 'Describe KYC in one word'-you might see words like 'essential', 'complex', or 'critical' popping up. Helps gauge sentiment towards the topic!

The KYC Impact Game with Talking Tiles
Let's get interactive! Ask your audience how KYC impacts their daily workflows. As they type their responses, watch them cascade down like Tetris tiles. This adds a fun, kinetic energy to the conversation!

Poll the Room on KYC Interests
Want to know which part of KYC has them most curious? Throw a poll asking, 'Which KYC component do you find most challenging?' Whether it's compliance issues, client onboarding, or documentation, this will direct you on what areas to focus.

Spin to Speak!
When it's time to spice up the session, use the Spinner Wheel! Ask for a volunteer to share their KYC experience, and let the wheel decide who gets the spotlight. This adds a fair dash of excitement and anticipation.

Test KYC Knowledge with a Quick Quiz
Conclude your session with a quick quiz on KYC topics. Pose a multiple choice question like 'Which of these is not a KYC requirement?' and let them choose the correct answer. This not only checks their understanding but also reinforces learning.

Gauge Knowledge with Rating Polls
Start by finding out everyone's existing knowledge of KYC with a quick rating poll. Ask them to rate their understanding from 1 to 5. This helps tailor the depth of your session accordingly.

Seamless Q&A to Clarify Doubts
StreamAlive automatically picks up questions from the chat, simplifying your life by doing away with the separate Q&A box. Your audience can fire away questions anytime, and you won't miss them!

Review and Reflect with Analytics
After your session, dive into analytics to see how well you captured the audience's attention. Identify your most engaged participants, and even thrill your team by sharing these results through Teams or Email. Perfect for refining future sessions!











Use StreamAlive in all your training sessions
StreamAlive isn’t just for
Know your customer (KYC)
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)

.svg.png)



