Self-paced

Business technology program for financial services

5
Star Rating
5710 students
30 minutes
airSlate Academy assures that you will receive new expertise and experience that will help your colleagues automate processes and decrease repetitive assignments from the agenda of everyday tasks. Work with this RPA knowledge to acquire everything needed for setting up your processes.
Business technology program for financial services

About business technology program for financial services

This learning program is a great chance to learn more about business process automation and how important it is for the growth of a company. It explains the basics of RPA technology, how it works in airSlate, and what you need to do to use it.

What does this program cover?

The business technology program for Financial services describes the principles of flow automation and its positive impact on your staff performance. It covers the basic elements of such tools, like flows, digital templates, and Bots, and their step-by-step configuration guide through airSlate, the top-notch BPA platform on the market.

Who can apply for the business technology program for Financial services?

Our training is designed for anyone who wishes to save time at work by transitioning from manually performed tasks to business processes that operate autonomously based on certain rules and conditions. We've concentrated on individuals just starting out in process automation, but experienced users will benefit as well.

Why was this course made?

The main goal of business technology program for Financial services is to help businesses switch to fully automated workflows and improve their efficiency by using RPA.

What does business technology program for Financial services studying include?

This training program consists of several blocks: the theoretical part describes how to process data within the platform, configure Bots, and make reviews of your workflows, which is followed by a quiz and practical tasks.

What will you learn with the business technology program for Financial services

  • How to start automating processes
  • How to define the workflows you need to automate
  • How workflows benefit from automation
  • What the benefits of automation are
  • About use cases where RPA improved workflows

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

Each course concentrates on a different aspect of airSlate. More in-depth certification courses, lasting up to four hours, are offered. There's also the matter of how much time you'll need to devote to finishing the homework.

Unfortunately, we do not provide courses in other languages. The complete airSlate interface, supporting tools, and learning materials are in English. If you would want to see a localized product in the future, please provide feedback to our support team.

Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.

You may easily streamline your document-based operations with minimum human input by utilizing airSlate's RPA capabilities. Create new documents, collect electronic signatures and data from third parties, invoice and request payments, and route data throughout your company's CRMs and apps.

Yes, you can sign up for a free plan to subscribe. You'll have 30 days to try out airSlate and learn how to use our solution firsthand. You can change to a paid plan whenever you want. To discover how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.

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.

RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.

Get the complete list of our courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. If you can't find a certain training contact us.

You don't have to sign up for airSlate. All you need to get started is an airSlate Academy account. But if you want to get better at automation, you should definitely sign up for a free account on our platform.

In addition to the airSlate Academy, you can use other learning tools to help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Please contact us whenever you need help.