UDAAP Training for financial advisors
StreamAlive helps 9x the audience engagement in your Virtual Instructor-led Trainings (VILT).
Make your instructor-led UDAAP 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 UDAAP training for financial advisors and you want to make the session fun and interesting. Lets see how to make that happen.
Magic Maps
Break the ice and kick things off by putting your audience on the map. Ask them, "Where are you joining us from today?" or "What's a dream destination you've always wanted to visit?" It's not just a warm-up; it's a way to connect your audience with the UDAAP training session right from the start!
Rating Polls
Find out what everyones knowledge of UDAAP is by asking participants to rate their understanding on a scale of 1 to 5. This will give you a quick snapshot of the room's expertise and help you tailor your session accordingly.
Wonder Words
How do people feel about UDAAP training? Excited? Intimidated? Scared? Use a word cloud to capture these emotions and adjust your approach to make attendees feel more at ease.
Talking Tiles
Ask people what impact UDAAP has on their job role and let their responses create a mesmerizing display on screen. It's a fun way to visualize thoughts and share experiences related to UDAAP.
Power Polls
Find out what aspect of UDAAP people want to know more about. Is it policy updates, compliance requirements, or enforcement actions? Let them vote, and you'll know exactly where to steer the conversation.
Winner Wheel
Ask for a volunteer to unmute and answer your question, but let fate decide who will be asked to speak. It's a playful way to get everyone involved!
Quiz
Test the audience's knowledge by asking a multiple choice question about UDAAP where only one answer is correct. It's a great way to recap what you've taught so far.
Rating Polls
Find out what everyones knowledge of UDAAP is by asking participants to rate their understanding on a scale of 1 to 5. This will give you a quick snapshot of the room's expertise and help you tailor your session accordingly.
Q&A
StreamAlive picks up questions directly from the chat, no separate Q&A box required. This means you can address questions fluidly as they come up, keeping the session interactive and responsive.
Analytics
See how your presentation kept the attention of the audience, discover who the most engaged audience members were, and share results from your interactions on Teams or Email. The insights can help improve future sessions!
Use StreamAlive in all your training sessions
StreamAlive isn’t just for
UDAAP
training,
it can also be used for any instructor-led training session
Explore similar traingin ideas: unlocking the potential of StreamAlive
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Interactions in action
(it's free)
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