Self-paced

Trusted document systems program for investment management

5
Star Rating
2135 students
1 hour
This training is made for those who are searching for workflow automation accreditation. With the help of airSlate Academy, you can acquire useful expertise and certification to demonstrate it. The robotic process automation certification from airSlate can be shown to everyone and proudly added to your LinkedIn, verifying that the essential understanding of business process automation has been received.
Trusted document systems program for investment management

About trusted document systems program for investment management

This learning program is an excellent opportunity to dive deeper into business process automation and its importance for company growth. It leads through the basics of the RPA technology, how it works in airSlate, and what you need to do to implement it.

What does this program cover?

The trusted document systems program for Investment Management shows everything you need to know about document flow automation, including its techniques, tools, and how important it is for a business to run more efficiently. It shows how easy it is to set up Bots to automate recurring tasks using common use cases.

Who can apply for the trusted document systems program for Investment Management?

Our course is created for everyone who wants to save their working time and switch from manually-performed tasks to business processes that run independently based on particular rules and conditions. We’ve focused on those who start their path in workspace automation, but experienced users will also find it beneficial.

Why was this course made?

We made the trusted document systems program 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 trusted document systems program for Investment Management 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 trusted document systems program for Investment Management

  • The main rules of business automation and analytics
  • How to improve workflows of any complexity
  • Tools for analytics and monitoring of all actions
  • The basics of privacy and data protection
  • About use cases where RPA improved 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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While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.

Bots are computer programs that are set up to do certain tasks based on rules and logic that have already been set up. You may use airSlate Bots to transfer data across documents and apps, send reminders and automated notifications, create and update CRM entries based on the data collected, and much more.

No programming languages are required for our solution. It is one of airSlate's most significant competitive advantages. While configuring some of our products may take some time, no coding is required.

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.

With the pandemic and the rise of hybrid work causing big changes in the economy, it's important for businesses to find a way to manage documents without paper and automatically.

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.

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.

Each course focuses on a certain part of how airSlate works. They can take anywhere from 30 to 60 minutes. Certification courses are more detailed and can take you up to 4 hours. Plus, you need to take into account the time for completing the assignments.

It is not necessary to register with airSlate. All you need to get started is an airSlate Academy account. However, if you want to improve your automation skills, we strongly advise you to sign up for a free account on our platform.