UDAAP Training for wealth management
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.
You've been asked to conduct UDAAP 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
Kick things off by asking participants to drop a pin and share from where they're tuning in-it's like breaking the ice with a global map! Or, have them share a dream destination to travel to once they understand UDAAP rules.
Gauge Knowledge with a Quick Rating
Find out what everyones knowledge of UDAAP is. Ask them to rate their understanding-1 for 'Completely lost' to 5 for 'UDAAP Guru'. You'll know exactly where to steer the session!
Feel the Pulse with Word Clouds
Capture the vibe! Are folks excited or intimidated about UDAAP? Get them to share their feelings in one word and see the collective mood live on screen.
Uncover Impacts with Talking Tiles
Use Talking Tiles to ask participants what impact UDAAP has on their job role. As responses rain down like Tetris tiles, you'll visualize how varied their experiences are.
Explore Interest with Power Polls
Curious about what aspect of UDAAP catches the most curiosity? Run a poll to find out-whether it's regulations, case studies, or compliance strategies.
Fate's Call with the Spinner Wheel
For a touch of suspense, use the Spinner Wheel to choose a participant to share their thoughts or answer questions. It's a fair way to get volunteers who might be shy otherwise.
Test Knowledge on the Go
Inject a little fun with a multiple-choice quiz on UDAAP. Pose a question where only one answer is correct-it's a bit of gamified learning to keep participants excited!
Gauge Knowledge with a Quick Rating
Find out what everyones knowledge of UDAAP is. Ask them to rate their understanding-1 for 'Completely lost' to 5 for 'UDAAP Guru'. You'll know exactly where to steer the session!
Streamlined Q&A
StreamAlive seamlessly picks up questions from the chat. No need for a separate Q&A box, just focus on engaging with attendees burning questions as they arise.
Insightful Analytics
After the session, use StreamAlive's analytics to see who stayed engaged and what parts of the training resonated the most. You can even share these insights via Teams or Email to recognize super-engaged participants.
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
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