Know your customer (KYC) Training for fund 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.
You've been asked to conduct Know your customer (KYC) training for fund managers and you want to make the session fun and interesting. Lets see how to make that happen!
Put Your Audience on the Map
Start things off by asking your fund managers where they are dialing in from. Use StreamAlives Magic Maps to display their locations visually on a real-time map. Kick off with questions like, 'Where are you joining from today?' or 'Which city do you believe best defines you professionally?' It's a great ice-breaker!
Gauge the Knowledge
Wondering how much your audience already knows about KYC? Use Rating Polls to measure their knowledge levels. Ask, 'On a scale of 1-5, how confident are you in your current understanding of KYC?' It's fast, it's visual, and it'll help shape the rest of your session!
Feel the Vibe
Capture the rooms energy with Word Clouds. Get fund managers to express how they feel about KYC in one word. Are they excited? Overwhelmed? Curious? Let the words show you literally!
Explore Impact through Talking Tiles
Get interactive with Talking Tiles. Toss out questions like, 'How does KYC affect your day-to-day job?' and watch as their responses cascade down the screen like falling tiles in Tetris. It's lively, fun, and reveals a lot!
Uncover Learning Desires
Curious about which KYC topic piques the most interest? Use Power Polls to ask, 'What part of KYC do you want to dive deeper into?' Let them choose from options like 'Document Verification' or 'Compliance Updates'.
Volunteer with a Twist
Encourage participation by using the Spinner Wheel. Call for a volunteer to share their insight or answer a KYC question, and let the wheel decide who gets to take the mic. It's participation, but make it spontaneous and fun!
Check Their Knowledge
Throw in a pop quiz using StreamAlives Quiz feature. Ask something like, 'Which regulation dictates KYC processes?' Provide multiple choices and see who nails it! Quizzes keep your audience on their toes.
Gauge the Knowledge
Wondering how much your audience already knows about KYC? Use Rating Polls to measure their knowledge levels. Ask, 'On a scale of 1-5, how confident are you in your current understanding of KYC?' It's fast, it's visual, and it'll help shape the rest of your session!
Streamlined Questions
No need for a separate Q&A box. Let StreamAlive collect questions directly from the chat during your session. This keeps the momentum going smoothly and ensures every query gets attention.
See the Bigger Picture
Post-training, dive into Analytics to see how engaged your participants were. Discover who your star learners were and share these insights with your team - easy as sending out an email or sharing on Teams!
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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