Know your customer (KYC) Training for field sales teams
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 field sales teams 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 with your team by kicking off the session with StreamAlives Magic Maps. Ask them, "Where are you at right now?" or "Name a place you think could improve its KYC practices" and watch as their locations populate on a global map in real-time.
Gauge the Room's Knowledge
Kickstart your session by finding out everyone's knowledge on KYC with StreamAlives Rating Polls. Just ask, "On a scale of 1-10, how familiar are you with KYC processes?" This will give you a quick sense of the room's expertise and where to focus your efforts.
Feel the Pulse with Wonder Words!
Ask your trainees, "How do you feel about implementing KYC processes?" and see which words pop up large and proud in the word cloud. This quick exercise makes it easy to capture and discuss initial feelings.
Lets Get Visual with Talking Tiles!
Ask your sales team how KYC affects their daily job and let the responses glide across the screen as colorful, dynamic tiles. This keeps the conversation lively and visually engaging while giving a spotlight to everyones perspective.
What Do You Want to Learn?
Discover what aspects of KYC your team is curious about using StreamAlives Power Polls. Simply ask, "What part of KYC do you want to dive deeper into today?" and steer your training to meet their interests.
Spin the Wheel of Volun-told!
Ramp up the fun by using the spinner wheel. Ask for a brave volunteer to share their thoughts on a topic, but let fate (and the wheel) decide who gets the floor! Keeps the energy high and everyone on their toes.
Lets Quiz on KYC!
Engage your team in a quick KYC knowledge check with StreamAlives Quiz feature. Pose a multiple-choice question, like "Which document is essential in the KYC process?" and have them race to select the right answer.
Gauge the Room's Knowledge
Kickstart your session by finding out everyone's knowledge on KYC with StreamAlives Rating Polls. Just ask, "On a scale of 1-10, how familiar are you with KYC processes?" This will give you a quick sense of the room's expertise and where to focus your efforts.
Your Questions, Instantly Sorted!
With StreamAlives Q&A feature, there's no need for a separate box. Just let your audience type their questions in the chat and watch them organize automatically, ensuring everyones voice is heard.
Review and Reflect
After the session, dive into StreamAlives Analytics to see which parts of your KYC training captivated your team. From noting the most engaged participants to emailing a summary of results, its all about continuous improvement.
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
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Interactions in action
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