Know your customer (KYC) Training for tax 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.

Youve been asked to conduct Know Your Customer (KYC) training for tax advisors and you want to make the session fun and interesting. Lets see how to make that happen.
Put Your Audience on the Map!
Start your session by breaking the ice! Ask, "Where in the world are you joining us from?" and watch in awe as StreamAlives Magic Maps plots everyones location in real-time. Its a fun way to highlight the diversity in your virtual room and get folks chatting straight away.

Check the Pulse with a Quick Rating!
Curious about the room's vibe or their prior KYC knowledge? Fire up a Rating Poll and ask participants to rate their comfort level with KYC processes on a scale from 1 to 5. The visual feedback helps you adjust your pace and content focus!

Capture the Mood with Wonder Words!
Get a feel for the room by asking, "What comes to mind when you think of KYC?" Use the Word Cloud to visualize answers like complex, critical, or essential. It sets the tone and gives you insights on audience sentiment!

Impact Insights with Talking Tiles!
Invite your audience to share how KYC impacts their day-to-day tasks in their roles. With Talking Tiles, responses dynamically fall on your screen like Tetris blocks, making for an engaging and lively exchange of thoughts.

Discover Interests with Power Polls!
Wondering which KYC topic has your attendees heads turning? Launch a poll asking which areas of KYC-like risk assessment or regulatory compliance-they want to explore more. StreamAlive shows real-time results so you can tailor your session on-the-fly.

Fate Decides with the Spinner Wheel!
Sometimes it's fun to leave things to destiny. Use the Spinner Wheel to choose someone who will answer a question or share their experience. It adds an element of surprise and keeps participants on their toes!

Test Knowledge with a Quick Quiz!
Enhance engagement with a quick multiple-choice quiz on KYC regulations. Ask a question like, "Which of these is NOT a KYC requirement?" Watch as StreamAlive tallies responses real-time and reveal the correct answer for a fun learning experience.

Check the Pulse with a Quick Rating!
Curious about the room's vibe or their prior KYC knowledge? Fire up a Rating Poll and ask participants to rate their comfort level with KYC processes on a scale from 1 to 5. The visual feedback helps you adjust your pace and content focus!

Effortless Q&A Time!
No more juggling chat questions! StreamAlive collects and displays audience questions seamlessly. You dont need separate tools-just integrate questions directly into your presentation, making it painless to keep the conversation going.

Harness Engagement Insights!
Post-session, dive into StreamAlives analytics to see which parts of your session resonated most, identify top engaged participants, and share insightful data via Teams or Email. Its all about learning and growing for your next KYC training!











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
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