Self-paced

Learn financial services process program by airSlate Academy

4
Star Rating
3020 students
30 minutes
Try the course if you want to discover about how to use workflow automation within your business process.With the airSlate Academy, the RPA tutorial won't waste a minute of your time but spend it efficiently and give you effective techniques.
Learn financial services process program by airSlate Academy

About learn financial services process program by airSlate Academy

This training will teach you about workspace automation techniques and how important they are for making businesses run more smoothly. It helps you understand RPA principles better and shows you how to use airSlate to put them into practice.

What does this program cover?

The learn Financial services process program by airSlate academy describes general principles of robotic process automation and demonstrates how you can use it for different business scenarios. It contains detailed guides for quick and easy flow creation and Bots setup based on a particular use case example.

Who can apply for the learn Financial services process program by airSlate academy?

This training is for anyone who wants to automate company processes and replace time-consuming manual procedures. You'll find it useful whether you're new to the airSlate platform or an experienced user.

Why was this course made?

Simplifying and simplifying corporate processes through the use of robotic process automation (RPA) is the major goal of the learn Financial services process program by airSlate academy.

What does learn Financial services process program by airSlate academy 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 learn Financial services process program by airSlate academy

  • How to start automating processes
  • What the indisputable advantages of airSlate are over the competitors
  • How to automate processes without costly software
  • How to simplify the process of transferring data to systems of record using Bots
  • How to use workflow analytics

What our students say

capterra-icon

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.

youtube-icon

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.

g2-icon

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.

Start learning today

Sign now for free
Start learning illustration

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.
Need help?
Contact Support

A new airSlate feature is covered in each class. Longer, more in-depth certification programs are also offered. There's also the question of how much time you'll need to dedicate to completing the homework.

These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.

Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.

To take any courses, you don’t need an industry-specific background or third-party tools. Our courses feature different use cases, essential insights and tips, and various assignments at the end of every learning block. Our courses are self-paced, and you can view them whenever it’s suitable for you.

A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.

Bots are pieces of software that are programmed to do certain tasks based on rules and conditional 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.

Yes, you can sign up for a free subscription plan. You’ll have 30 days to try airSlate and get hands-on experience using our solution. You can switch to a paid plan anytime after. To get a common understanding of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.

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.

Automating your document-based operations is simple using airSlate's RPA solutions. Create papers from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data across your company's CRMs and apps, all from a single platform.

You can find the complete list of courses in this catalog. The courses are divided into many categories and levels of difficulty. If you don’t see a particular tutorial you are interested in, please contact us.