Self-paced

Workflow automation solutions program for investment banking

5
Star Rating
5482 students
30 minutes
This training course, with its descriptions and connected materials, is the key of what is necessary to receive all the things you need out of an RPA academy. Right here you will receive the space to learn, complete tests and receive the certificate to verify your proficiency about basic and advanced automation processes and instruments.
Workflow automation solutions program for investment banking

About workflow automation solutions program for investment banking

This course's goal is to educate you to the basic principles of process automation . It's an excellent opportunity to learn about the tools you'll need and how to utilize them effectively to optimize your regular business operations.

What does this program cover?

The workflow automation solutions program for Investment Banking shows you everything you need to know about document workflow automation, its strategies and technologies, and its necessity for a company to run more efficiently. It demonstrates how to utilize Bots to automate repetitive tasks in common use cases.

Who can apply for the workflow automation solutions program for Investment Banking?

Managers and regular employees who must manually do multiple tasks on a daily basis can enroll for free. They will find it quite useful for automating tasks and enhancing overall performance. The applicants' level of technical expertise is irrelevant.

Why was this course made?

The following workflow automation solutions program for Investment Banking is meant to give your employees a set of general materials about business process automation, its importance for increasing productivity, and how to set it up for your use case.

What does workflow automation solutions program for Investment Banking studying include?

The program explains the basics of how RPA works to reduce the amount of manual data entry across different platforms and shows a real-world example of how automation can be set up for a certain business scenario.

What will you learn with the workflow automation solutions program for Investment Banking

  • How to improve workflows and start implementing automation
  • Ways how to streamline document workflows
  • How to automate processes without costly software
  • What the benefits of automation are
  • How to use workflow analytics

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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By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.

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.

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.

We encourage you to move forward in your learning process. After you complete any course with the airSlate Academy, you will receive a certificate to confirm you have successfully passed the course. You can use the certificate to complement your current job or advance your career.

Partner Connect is the airSlate Partnership program that enables businesses to add airSlate product offerings, promote them through their marketing channels, and earn commissions. Learning about automation with airSlate is a key step in becoming a partner.

It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.

There is a label next to each course that says what level it is. Using our Catalog, you can also remove the Advanced and Intermediate courses from your search results.

In each class, you'll learn something new about airSlate. More in-depth certification courses, lasting up to four hours, are also offered. There's also the question of how much time you'll need to dedicate to completing the homework.

Bots are software programs that are programmed to do specific activities based on pre-defined rules and conditional logic.Bots are computer programs that are programmed to do specific tasks based on pre-defined 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.