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Self-paced
airSlate presents the advanced investment management workflow certification
3340 students
30 minutes
With the help of airSlate Academy, the RPA tutorial won't waste a second of your time but use it efficiently and give you useful techniques.The course is perfect resolution for people who want to apply workflow automation into their business process.
About airSlate presents the advanced investment management workflow certification
The goal of the course is to teach the participants the basics of workspace automation and how it can help them be more productive. It's a good chance to find out what tools you need and how to use them to improve your business processes that you do over and over again.
What does this program cover?
The airSlate presents the advanced Investment Management workflow certification demonstrates everything you need to know about document flow automation, its strategies and technologies, and its usefulness in helping a firm run more efficiently. It demonstrates how to rapidly configure Bots to automate repeating operations using standard use case examples.
Who can apply for the airSlate presents the advanced Investment Management workflow certification?
Our training is designed for anyone who wishes to save time at work by transitioning from manual chores to business processes that run autonomously based on certain rules and conditions. We've concentrated on individuals who are just getting started with flow automation, but experienced users will benefit as well.
Why was this course made?
So that specialists may learn about the best RPA approaches and see how they can streamline their business processes quickly and easily, we developed the airSlate presents the advanced Investment Management workflow certification.
What does airSlate presents the advanced Investment Management workflow certification studying include?
This training program is broken up into several parts. The theoretical part tells you how to process data on the platform, set up Bots, and review your workflows. This is followed by a quiz and some practical tasks.
What will you learn with the airSlate presents the advanced Investment Management workflow certification
- How to start automating processes
- Rules for working with data and an introduction to compliance laws in the US and Europe
- Tools for analytics and monitoring of all actions
- How to track your progress
- How to use workflow analytics
Related workflows
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Rules and conditional logic are used to program bots, which are bits of software that are designed to perform specified tasks. With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information collected, and more.
With the pandemic and the rise of hybrid work causing huge changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.
You will find the complete list of courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. In case you don’t see a specific training contact us.
Each course has a label stating its level next to it. In addition, you can use our Catalog to exclude courses at the intermediate and advanced levels from your search results.
airSlate Academy offers no-cost classes. Just sign up for an airSlate Academy account, verify your email address, and you're ready to go.
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.
We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.
In each lesson, you'll learn about a different part of airSlate. There are certification courses that go into more detail and can last up to four hours. There is also the question of how much time you will need to do the work.
Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.