Know your customer (KYC) Training for wealth management
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 wealth management 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 by asking everyone to share their geographic location, whether it's their current location or a dream destination. Use Magic Maps to visualize and kick things off with a global perspective.
Gauge the Rooms KYC Knowledge
Use Rating Polls to get a feel for your audience's existing knowledge of KYC. Its a quick way to figure out if theyre veterans or just getting started.
Capture KYC Feelings
Use a word cloud to see how people feel about KYC. Are they excited, intimidated, or maybe even dismissive? This can drive the direction of your session.
Visualize KYC's Impact on Participants
Ask participants to share how KYC impacts their job roles. With Talking Tiles, their responses will appear dynamically, adding a fun and interactive visual element.
Highlight KYC's Biggest Curiosities
Run a poll at the start to find out what aspect of KYC your participants are most curious about. This will help you tailor the session to their interests.
Let Fate Choose a Speaker
Use the Spinner Wheel to randomly select someone to share their thoughts on a KYC challenge. This adds a bit of excitement and unpredictability to your session.
Test KYC Knowledge in Real-Time
Get your audience to participate in a quick multiple-choice quiz about KYC. It's a great way to break up the session and reinforce key concepts.
Gauge the Rooms KYC Knowledge
Use Rating Polls to get a feel for your audience's existing knowledge of KYC. Its a quick way to figure out if theyre veterans or just getting started.
Catch Every Question Effortlessly
StreamAlive's Q&A automatically picks up audience questions from the chat, so you won't miss a single inquiry. No need to sift through a separate box.
Post-Session Insight Gathering
Analyze your sessions engagement levels with StreamAlives analytics. See which parts captivated your audience, identify your most engaged attendees, and share insights with your team 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
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Interactions in action
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