Customer service Training for fund managers
StreamAlive helps 9x the audience engagement in your Virtual Instructor-led Trainings (VILT).
Make your instructor-led Customer service 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 got the important task of leading a customer service training session for fund managers and aim to make it dynamic and memorable. How can you achieve this? Lets dive right in.
Warm Up with Magic Maps
Break the ice by asking everyone where they're tuning in from. This simple activity can cohesively bring your audience onto a world map, making them feel part of the group from the get-go. Plus, fund managers love a bit of geography!

Gauge the Room with Rating Polls
Find out what everyones current understanding of customer service is. Are they confident or a little shaky? It gives you a quick look at the knowledge level in the room-helpful intel to tailor your session.

Feel the Vibe with Wonder Words
How does everyone feel about tackling customer service challenges? Excited? Nervous? This real-time word cloud paints a picture of their sentiments and helps you address concerns right off the bat.

Get Creative with Talking Tiles
Ask attendees to share how customer service impacts their daily roles. As their responses drop like Tetris tiles on the screen, you'll have a lively visualization and direct input from your audience.

Dive Deeper with Power Polls
Curious about which element of customer service your group wants to explore more deeply? Send out a quick poll and let them choose between communication skills, problem-solving tactics, or client interaction strategies.

Let the Spinner Wheel Choose
Feeling adventurous? Ask for an audience volunteer to share an experience, but let our Spinner Wheel decide who itll be. Its a fun way to get participation without putting anyone on the spot.

Challenge the Room with a Quiz
Pose a multiple-choice question about customer service best practices. Only one right answer here-can your trainees pick it? It's a great way to reinforce key learning points while having a little fun.

Gauge the Room with Rating Polls
Find out what everyones current understanding of customer service is. Are they confident or a little shaky? It gives you a quick look at the knowledge level in the room-helpful intel to tailor your session.

Smooth Sailing with Q&A
Nested right in the chat, StreamAlive captures all audience questions without the need for a separate Q&A section. No queries get lost, and responses can be addressed systematically.

Reflect with Analytics
After your session, see how engaging your presentation was. Discover your star participants and even share detailed interaction feedback with your team on Teams or via Email. A session well done is only the beginning.











Use StreamAlive in all your training sessions
StreamAlive isn’t just for
Customer service
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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