Self-paced

Workflow process mapping software academy for investment management

4
Star Rating
2474 students
1 hour
With the help of airSlate Academy, the RPA course won't waste a second of your time but spend it efficiently and deliver you effective knowledge. The course is probably the best decision for those who want to implement workflow automation into their business process.
Workflow process mapping software academy for investment management

About workflow process mapping software academy for investment management

The purpose of this course is to introduce you to workflow automation techniques and their usefulness in improving organizational effectiveness. Using this tutorial, you may learn more about RPA and how to put its principles to use using airSlate.

What does this program cover?

Flow automation has a beneficial impact on your staff's productivity, according to workflow process mapping software academy for Investment Management. There is a step-by-step guide on configuring airSlate, the best BPA platform on the market, to help you get up and running quickly.

Who can apply for the workflow process mapping software academy for Investment Management?

Managers and regular employees who have to do a lot of manual work every day can sign up for free. It will be very helpful for them to automate their work processes and improve their overall performance. It doesn't matter how tech-savvy the applicants are.

Why was this course made?

The main goal of workflow process mapping software academy for Investment Management is to help businesses switch to fully automated workflows and improve their efficiency by using RPA.

What does workflow process mapping software academy 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 workflow process mapping software academy for Investment Management

  • The main rules of business automation and analytics
  • Rules for working with data and an introduction to compliance laws in the US and Europe
  • How to keep your data and workflows secure
  • How to utilize workflow analysis to understand and improve workflows
  • How to automate processes and reduce expenses

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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RPA is short for Robotic Process Automation. It’s a specialized technology of tools and features set up to automate repetitive and routine tasks. airSlate offers many RPA Bots to streamline tedious document-based processes without needing to code.

Bots are pieces of software that are programmed to do certain tasks based on rules and logic that have already been set. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.

Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 60 minutes. Certification classes are more in-depth and can last up to four hours. You must also consider the time required to complete the jobs.

We're sorry, but we don't offer courses in other languages. All of the airSlate interface, resources, and learning materials are in English. If a localized product is something you'd like to see in the future, please let our support team know.

There is a label next to each course stating the level of the course. Additionally, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.

In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.

Businesses need a solution for paperless and automated document management because of the economic swings brought on by the pandemic and the development of hybrid work.

Registration for airSlate is optional. You don't need anything more than an airSlate Academy account to get started. You should register a free account on our platform if you wish to improve your automation skills.

We want you to keep moving forward in your learning. If you take a course through the airSlate Academy, you will get a certificate to show that you passed the course. You can add the certificate to your current job or move up in your career by using it.

Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.