Know your customer (KYC) Training for brokerages
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 brokerages, and you want to make the session fun and interesting. Lets see how to make that happen!
Put Your Audience on the Map!
Kick off your KYC training with a splash by having your participants put themselves on the map. Ask them, "Where in the world are you joining us from today?" or "Which city is your favorite travel destination?" This not only warms up the crowd but also visually connects everyone on a Magic Map. Plus, who doesn't love seeing their city light up on a world map?

Gauge Their KYC Knowledge
Start by finding out how much your participants already know about KYC. Use a Rating Poll to ask, "On a scale of 1 to 5, rate your confidence in understanding KYC." This helps you tailor the rest of your session based on their knowledge level.

Feel the KYC Vibe
Get a pulse check on how your audience feels about KYC right at the start. Use a Wonder Words cloud to ask, "What's the first word that comes to mind when you think of KYC trainings?" Itll be exciting to see words like 'Excited', 'Challenging', or 'Essential' appear larger on your screen.

Whats KYCs Impact on You?
Bring KYC impacts to life with Talking Tiles. Ask your participants to share how KYC influences their daily work. Their answers will fall like dynamic tiles, creating a lively visual of KYCs real-world impact.

Dig Deeper into KYC Interests
Use Power Polls to uncover what your audience is most curious about. Ask, "Which aspect of KYC would you like to understand better?" Let them vote on topics like 'Regulations', 'Customer Identification', or 'Risk Management'. This guides your sessions focus to what matters most.

Let Fate Decide the Speaker
Encourage participation by using the Spinner Wheel to randomly select someone to share their experience or thoughts on a KYC-related question. It keeps your audience on their toes, and adds a bit of fun suspense!

Test Their KYC Know-How
Let's see whos paying attention! Pose a multiple-choice question about KYC, like, "Which document is typically required for identity proof?" Use Quiz Interaction to make this a lively, competitive moment.

Gauge Their KYC Knowledge
Start by finding out how much your participants already know about KYC. Use a Rating Poll to ask, "On a scale of 1 to 5, rate your confidence in understanding KYC." This helps you tailor the rest of your session based on their knowledge level.

Seamless Q&A With No Hassles
Use StreamAlives Q&A to effortlessly capture your audiences questions right from the chat. No need for a separate Q&A box. This keeps the session smooth and ensures every voice can be heard and addressed.

Nail Your Next Session with Analytics
After your session, break down the engagement with StreamAlives analytics. See what parts caught attention, who were your top fans, and even send a detailed breakdown via Teams or Email. Its all about refining for next time!











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
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Interactions in action
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