AI and Digital Transformation Training for wealth management
StreamAlive helps 9x the audience engagement in your Virtual Instructor-led Trainings (VILT).
Make your instructor-led AI and Digital Transformation 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're about to dive into an AI and Digital Transformation training for wealth management, and making it exciting and engaging is the key. Let's make this session an unforgettable experience!
Kick Things Off with Magic Maps
Break the ice and get your crowd buzzing by asking, "Where is everyone tuning in from today?" or "Where's your dream travel destination for next year's financial conference?"

Rate Your Knowledge with Rating Polls
Gauge the room! See how confident folks are about AI and wealth management with a quick 1-5 rating scale. Have them rate their understanding to get a feel for starting points.

Capture Sentiments with Word Clouds
Ask participants to share their initial thoughts on AI and Digital Transformation in wealth management. Watch terms like 'exciting', 'challenging', 'innovative' come to life in a visual word cloud.

Spark Dialogues with Talking Tiles
Encourage attendees to share how AI has transformed their daily workflows or strategies in wealth management. Their responses will dance across the screen, creating a lively feed of insights.

Discover Interests with Power Polls
Time to find out what tickles their curiosity about AI. Poll them on topics they find intriguing, like AI ethics, automation, or data privacy in wealth management.

Exciting Volunteer Roulette with Winner Wheel
Get ready for some spontaneous sharing! Spin the wheel to pick someone who'll give their take on AI's future in finance. Keeps everyone on their toes!

Check Knowledge with an Engaging Quiz
Throw in a little quiz on AI's impact on industries-lets see how much your participants already know! Spice it up with a 'show correct answer' moment for added fun.

Rate Your Knowledge with Rating Polls
Gauge the room! See how confident folks are about AI and wealth management with a quick 1-5 rating scale. Have them rate their understanding to get a feel for starting points.

Seamless Engagement with Q&A
No more scrambling through the chat for questions. StreamAlive makes it easy by capturing questions right as they come in, letting you focus on the answers.

Measure Success with Analytics
Dive into engagement metrics post-session. See what rocked, what needs work, and who was the most involved-its like a treasure trove of insights! Share these findings with your team to prep even better future sessions.











Use StreamAlive in all your training sessions
StreamAlive isn’t just for
AI and Digital Transformation
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
(it's free)

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