Self-paced

Leading digitization certification program for investment management

5
Star Rating
10077 students
30 minutes
airSlate Academy ensures that you will receive innovative knowledge and practice that will help your coworkers automate processes and cut out monotonous responsibilities from the agenda of daily tasks. Complete this RPA training to start creating a fresh page of profitable enterprise history.
Leading digitization certification program for investment management

About leading digitization certification program for investment management

Our learning program introduces document workflow 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 documents, flows, and Bots, and how to set them up to improve business performance.

What does this program cover?

The leading digitization certification program for Investment Management shows you everything you need to know about document workflow automation, its strategies and technologies, and its necessity for a firm to run more effectively. How to easily configure Bots for popular use case examples is demonstrated.

Who can apply for the leading digitization certification program for Investment Management?

Regardless of one's present level of technical or coding expertise, this class is an excellent starting point for anyone interested in learning more about flow automation. Owners, supervisors, and regular employees can all benefit from learning how to be more productive at work.

Why was this course made?

Using the following leading digitization certification program for Investment Management, your staff will learn more about business process automation, its usefulness in enhancing productivity, and how to configure it for your specific use case.

What does leading digitization certification 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 leading digitization certification program for Investment Management

  • How to improve workflows and start implementing automation
  • Ways how to streamline document workflows
  • How workflows benefit from automation
  • How to track your progress
  • Methods of securing your data and work processes without hiring expensive employees

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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It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.

Our no-code solution is a platform that includes eSignature, document generation, RPA Bots, tools for negotiating contracts, and more. We offer a complete solution for automating your document-based tasks. Read about how our features have helped other companies in our customer stories.

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.

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.

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.

You can join a free subscription plan, yes. You will have 30 days to try airSlate and learn how to use our solution by doing it yourself. You can switch at any time to a paid plan. To get a better concept of how airSlate works, check out our YouTube channel featuring multiple webinars, tutorials, and use cases.

Bots are pieces of software that are programmed to do certain tasks based on rules and logic that have already been set. 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.

Each lesson focuses on a different feature of airSlate. They can take anything from 30 minutes to an hour, depending on their complexity. Certifying classes can take up to four hours and are more in-depth. It's also important to assess how long it will take to finish the tasks.

We encourage you to continue your educational journey. After completing any course with the airSlate Academy, you will be given a certificate indicating that you have successfully completed the course. The certificate can be used to supplement your existing employment or to further your career.

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.