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Optimize regular tasks with the airSlate Academy professional certification for financial market automation
213 students
Equip yourself with skills that will transform your workflows. Take our professional certification for financial market automation and learn how to reduce errors and enhance productivity in your daily work.
About this course
This professional certification is a comprehensive overlook of document workflow automation specifics for finance professionals. It empowers you to master the art of streamlining common document-heavy financial operations to achieve outstanding results with minimal human engagement. You will get practical insights on how to configure the essential bots to put routine tasks on autopilot and boost the accuracy and productivity of your work.
By finishing our professional certification dedicated to financial market automation, you’ll be able to build automated daily processes that keep your financial information precise and promptly updated across all documents and systems. You’ll be equipped with the skills to enhance operations, reduce errors, and adapt to the ever-changing landscape of the industry. Finally, you’ll obtain a digital certificate, affirming your newfound expertise in finance workflow automation.
What’s included:
- Units describing the role of workflow automation for finance professional task compeltion
- A brief knowledge check and practical tasks for better expertise consolidation
- An electronic certificate upon successful completion of the professional certification for financial market automation
What will you learn?
- The concept of financial market automation and its advantageous effect on a company’s finances
- What document-based operations require automation to ensure the accuracy of financial transactions
- Ways for finance director to resolve the challenges of document-based processes by automating them
- Ways to put a regular finance director process on autopilot utilizing no-code bots
Who is this course for?
- Finance experts and everyone working in the financial sector
- Employees managing document-heavy tasks they want to improve
- Anyone searching for ways to gain useful skills in workflow automation for career development
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Questions & answers
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This professional certification reveals the ins and outs of document workflow automation and provides practical insights on how to put it into practice in financial processes. You learn to generate forms, pre-fill them with CRM record details, build automated invoicing workflows, and more. Additionally, you will learn how to configure bots for smooth and precise data transitions across different documents and systems with minimal involvement from your side.
The role of finance experts is to manage cash flow situations and tasks related to the financial health of a company. They manage financial transactions, create budgets, evaluate data, and create reports. Their work is important to helping organizations comprehend their economic condition so they can make informed and impactful decisions.
Workflow automation can drastically benefit finance specialists and other industry experts by automating regular and recurring tasks such as invoice processing, expense approvals, and financial reporting. This not only saves time but also reduces the risk of human error, leading to more accurate and adequate financial data. Furthermore, automation enables finance specialists to concentrate on higher-level tasks such as financial analysis and strategic planning.
In addition to ongoing training in accounting and budgeting, it’s essential for finance specialists to constantly boost their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is also an essential skill to keep sharp. airSlate Academy provides this professional certification specifically designed to teach you the ins and outs of financial market automation, how to put your routine processes on autopilot, and therefore increasing effectiveness, reducing errors, and freeing up time for more strategic tasks.
Normally, our professional certification for financial market automation takes about 3 hours. However, you may need more time to gain the necessary automation expertise if it’s your first time with our product. Take things slow and enroll in other airSlate Academy programs, like those dedicated to bots and integrations. Also, don’t skip the opportunity to practice your newly acquired knowledge right after completing your training to solidify your expertise as a user and start automating routine financial operations.
In line with airSlate’s commitment to accessible education, all our programs, including the current one, are provided free of charge. We aim to equip specialists with the knowledge and skills in document workflow automation they need to master in their careers without charging them. While taking the professional certification, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.