Know your customer (KYC) Training for financial advisors
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.
Conducting a Know Your Customer (KYC) training session for financial advisors can be a daunting task, but what if we can make it engaging and enjoyable? Let's dive in and explore some innovative ways to shake things up.
Magic Maps: Set the Stage
Break the ice by asking participants where they are joining from. Use Magic Maps to plot these locations in real time, bringing an extra layer of connection and excitement to your session.
Gauge the Room with Rating Polls
Discover what everyones current understanding of KYC is by using a quick Rating Poll at the start. This not only sets the tone but lets you see how the room is feeling about KYC.
Capture the Vibe with Word Cloud
Get a feel for the room by asking participants to share one word that describes their feelings about the KYC process. Excited? Overwhelmed? Watch as their words come alive in a dynamic cloud.
Let Thoughts Flow with Talking Tiles
Encourage everyone to express how KYC impacts their daily roles. Their contributions cascade down as Talking Tiles, creating a vibrant tapestry of shared experiences.
Dive Deeper with Power Polls
Curious about which aspect of KYC participants want to delve deeper into? Simple, run a Power Poll and let them vote on the topics theyre most interested in learning about.
Add a Spin with Winner Wheel
Need a brave volunteer to speak up? Use the Spinner Wheel to randomly select someone. Its a fun way to encourage participation without putting anyone on the spot.
Test their Knowledge with Quizzes
Challenge your audience with a quiz about KYC. For instance, you could ask a multiple-choice question where they need to identify the correct KYC requirement. Get everyone thinking!
Gauge the Room with Rating Polls
Discover what everyones current understanding of KYC is by using a quick Rating Poll at the start. This not only sets the tone but lets you see how the room is feeling about KYC.
Easily Manage Inquiries with Q&A
StreamAlives auto-pickup feature seamlessly brings questions from the chat to your viewing screen, ensuring no inquiry is missed and every voice is heard-no need for a separate Q&A box.
Fine-tune and Reflect with Analytics
Once the session wraps, delve into StreamAlive's analytics. Here youll learn who was most engaged, which parts of your presentation captivated your audience, and easily share these insights via Teams or Email.
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)
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