Self-paced

Business process management course for investment management

5
Star Rating
6329 students
30 minutes
The course, with its explanations and added materials, is the core of what is necessary to receive all the information you need from an RPA academy. Here you will get the opportunity to learn, complete assessments and get the certificate to verify your knowledge about basic and advanced automation processes and methods.
Business process management course for investment management

About business process management course for investment management

Our learning program introduces document workspace automation with all its techniques and methods and points out its beneficial impact on the company’s results. The course will familiarize you with airSlate functionality, including digital templates, flows, and Bots, and how to set them up to improve business performance.

What does this program cover?

With business process management course for Investment Management, you'll become acquainted with all of the fundamental principles of robotic process automation technologies that airSlate provides for company. You will learn how to design self-running workflows with RPA and how to properly set them up in minutes.

Who can apply for the business process management course for Investment Management?

This course is for anyone who wants to automate tedious and time-consuming tasks, develop their knowledge of business process automation, and receive more hands-on experience in it. If you're new to the airSlate platform or a seasoned pro, this guide will be helpful to you.

Why was this course made?

We made the business process management course for Investment Management so that experts can learn about the best RPA techniques and see how to streamline their business processes with the least amount of time and work.

What does business process management course 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 business process management course for Investment Management

  • What the first steps to automating a business process are
  • Ways how to streamline document workflows
  • How to keep your data and workflows secure
  • How to simplify the process of transferring data to systems of record using Bots
  • Fundamental analytics tools

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

Our solution requires no knowledge of programming languages. It’s one of airSlate’s most competitive advantages. Configuring some of our tools may take some time, but this process does not involve coding.

With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.

All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.

You will find the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. If you don’t see a particular training you are interested in, please contact us.

Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 60 minutes. Certification courses are more in-depth and can last up to four hours. You should also consider how much time you have to complete the assignment.

You do not need an industry-specific background or third-party tools to take any courses. Our courses provide a variety of use cases, key insights and suggestions, and varied projects at the end of each learning block. Our courses are self-paced, so you may watch them whenever it is convenient for you.

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.

According to Gartner, automation will become a new requirement for firms seeking to increase efficiency and flexibility. If you want to stay competitive and avoid falling behind, you should include learning automation in your growth plan.

The airSlate Partnership program, known as Partner Connect, enables businesses to promote and monetize their airSlate product offerings through their existing marketing channels. Our partnership requires you to learn about automation using airSlate as part of the agreement.

Aside from the airSlate Academy, you can benefit from various learning materials that will assist you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Whenever you need help, feel free to get in touch with us.