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Self-paced
Process mapping learning for investment management
974 students
1 hour
Open the course if you want to understand more about how to use workflow automation within your business process. With the help of airSlate Academy, the RPA training won't waste a minute of your time but spend it efficiently and deliver you practical techniques.
About process mapping learning for investment management
This training will provide students with an introduction to flow automation and its role in increasing efficiency. It's a good chance to find out exactly what resources you need and the best way to put them to use in order to enhance your standard company procedures.
What does this program cover?
Your staff's productivity will improve as a result of workflow automation as explained in the process mapping learning for Investment Management. Flows, digital documents, and Bots are covered, as well as their step-by-step configuration through airSlate, the best BPA platform available.
Who can apply for the process mapping learning for Investment Management?
Managers and regular employees who have to do a lot of tasks by hand every day can sign up for free. It will help them a lot to automate their work processes and improve their overall performance. It doesn't matter how skilled the applicants are with technology.
Why was this course made?
The process mapping learning for Investment Management is intended to introduce you to the most innovative and straightforward manner of operating day-to-day company chores and to give you with step-by-step guidance for setting automated workflows without scripting.
What does process mapping learning for Investment Management studying include?
This training program is divided into three sections: the theoretical part discusses how to process data within the platform, create Bots, and review your workflows, followed by an exam and practical exercises.
What will you learn with the process mapping learning for Investment Management
- What the first steps to automating a business process are
- Rules for working with data and an introduction to compliance laws in the US and Europe
- What kinds of software there is and how you should start using it to improve your business
- The basics of privacy and data protection
- How to protect the information in your workflows
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By using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, bill and ask for payments, and route data within your company's CRMs and apps.
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While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.
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You can find the complete list of our courses in this catalog. The courses are broken up into different types and levels of difficulty. In case you can't find a particular tutorial contact us.
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