Financial compliance Training for financial advisors
StreamAlive helps 9x the audience engagement in your Virtual Instructor-led Trainings (VILT).
Make your instructor-led Financial compliance 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.

So, youre gearing up to lead a Financial compliance training session for your team of financial advisors. Naturally, you want to make it memorable-and dare we say-fun! Lets dive in and explore some creative ways to do just that.
Get On The Map!
Start with a bang: ask everyone to drop their location in the chat using the Magic Maps feature. It's a perfect icebreaker! Watch as your teams locations pop up on a live map. Whether they're joining from New York or soaking up the sun in Miami, its a great way to kick things off and get people feeling connected.

Check The Compliance Pulse
How confident is everyone feeling about their Financial compliance knowledge? Run a Rating Poll to determine the mood. Perhaps some feel totally at ease, while others need a quick refresher. This quick check-in helps you address any concerns right at the start.

Words Speak Louder Than Numbers
Engage with the human side of Financial compliance by asking your advisors how they feel about it. Use a Wonder Words interaction and discover if words like 'excited', 'curious', or even 'uneasy' surface bigger than others. Its an amusing way to gauge sentiment.

Turn Discussions Into A Game
What role does Financial compliance play in their day-to-day tasks? Invite your advisors to share their thoughts with Talking Tiles. As they type, their responses cascade down the screen like a game of Tetris, giving everyone a live, dynamic visual of their collective input.

Spotlight On Compliance Curiosities
Use Power Polls to ask your audience what specific aspects of Financial compliance they are itching to understand better. From anti-money laundering protocols to client confidentiality, a simple poll highlights their interests, enabling you to tailor your session accordingly.

Spin The Compliance Conversation
Need someone to share their insights live? Let the Spinner Wheel decide! This nifty tool randomly selects a participant to unmute and chime in, adding a dash of unpredictability and excitement to your session.

Compliance Check: Pop Quiz!
Put your audiences knowledge to the test with a quick Compliance Quiz. Craft a multiple-choice question with StreamAlives Quiz feature. It's a fun way to consolidate learnings and reinforce key compliance concepts right as you teach them!

Check The Compliance Pulse
How confident is everyone feeling about their Financial compliance knowledge? Run a Rating Poll to determine the mood. Perhaps some feel totally at ease, while others need a quick refresher. This quick check-in helps you address any concerns right at the start.

Questions? Just Ask!
Streamline the Q&A segment with StreamAlives seamless question capture. No special box needed-just grab questions straight from the chat. This way, all queries are neatly lined up for you to address in real-time without skipping a beat.

Measure The Magic
After wrapping up, slide into StreamAlives Analytics to see how well the session resonated. Find out which sections of your training grabbed attention, identify your most interactive participants, and send out summarized session insights to your team-or store them for future refinement! Ready to see how your presentation kept everyone on their toes? Lets find out!











Use StreamAlive in all your training sessions
StreamAlive isn’t just for
Financial compliance
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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