Self-paced

Technology automation academy for investment management

5
Star Rating
4930 students
30 minutes
With the help of airSlate Academy, the RPA tutorial won't waste a second of your time but spend it efficiently and give you practical knowledge. Try the course if you want to understand more about how to use workflow automation within your business processes.
Technology automation academy for investment management

About technology automation academy for investment management

This training session provides a fantastic opportunity to learn more about business process automation and its significance for corporate success. It walks you through the fundamentals of RPA technology, how it works in airSlate, and what you need to do to get started.

What does this program cover?

The technology automation academy for Investment Management describes the principles of flow automation and its positive impact on your staff performance. It covers the basic elements of such tools, like flows, 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 technology automation academy for Investment Management?

Managers and regular employees who must accomplish multiple tasks manually on a daily basis can enroll for free. They will find it quite useful for automating their workflows and enhancing their overall performance. It makes no difference what level of technical expertise the applicants have.

Why was this course made?

We designed the technology automation academy for Investment Management to help professionals study the best RPA methodologies and demonstrate the simplest way to streamline their business operations with least time and effort.

What does technology automation academy for Investment Management studying include?

It includes of resources that address the theoretical foundations of BPA, its techniques of data processing and transfer between templates and apps, and a visual guide for setting up automated processes based on a real-world use case.

What will you learn with the technology automation academy for Investment Management

  • RPA basics
  • Triggers for integration Bots
  • How to keep your data and workflows secure
  • What the benefits of automation are
  • How to protect the information in your workflows

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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Despite the fact that these technologies share many similarities, they are not identical. Predicting the future and learning from its mistakes are the primary goals of artificial intelligence (AI). RPA, on the other hand, is limited to following pre-programmed logic and cannot function in the absence of human intervention.

Yes, you are free to sign up for as many classes as you choose. However, we advise you not to sign up for too many courses at once, as some require your full attention. Join now and learn at your own pace every time.

Next to each course, you can find a label indicating the course level. Plus, you can filter out the Advanced- and Intermediate-level courses from your search results by using our Catalog.

For airSlate, you don't have to create an account. Start by signing up for an airSlate Academy account. Create an account on our site for free if you want to learn more about automation.

ESignature, RPA Bots, contract negotiation tools and more are all included in our no-code platform. Automating your document-based processes is one of our specialties. Read our our customer stories today to see how our features have aided various businesses.

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. It helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. Part of becoming our partner is learning about automation with airSlate.

Bots are pieces of software programmed to perform specific tasks based on pre-set rules and conditional logic. 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.

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.

We're sorry, but we don't have any classes in other languages. The interface, resources, and learning materials for airSlate are all in English. If you would like to see a product that is localized in the future, please let our support team know.