XTRAC 5 Myths About Automated Workflow Applications

What's the cost of waiting?

5 Misperceptions Leading Financial Services Executives to Delay Workflow Automation.

What's the cost of waiting?

5 Misperceptions Leading Financial Services Executives to Delay Workflow Automation.

XTRAC Cost Calculator
Workflow Cost Calculator

How much are old ways of working costing your company?

Quickly estimate your organization's cost to manage work and documents — learn how much you could save.

Workflow Cost Calculator

How much are old ways
of working costing your company?

Quickly estimate your organization's cost to manage work and documents — learn how much you could save.





A smarter, faster and more
secure way of working.

XTRAC® is a workflow and document management application that
automates, tracks and controls the way complex work gets done. With
XTRAC work gets done more effectively and efficiently than ever before.

Built and used by Fidelity.
Available to you.

XTRAC® is the high-performance engine that drives many of Fidelity’s
daily operations, including key business processes such as customer
account activity, human resource management and financial reporting.

boosting_your_business_study_pages.png
INDEPENDENT STUDY

Tribal Knowledge Has Financial Services Firms Driving Blind.

This commissioned Technology Adoption Profile (TAP) study,
conducted by Forrester Consulting on behalf of XTRAC Solutions,
finds that financial services enterprises rely too heavily on “tribal
knowledge” to manage servicing and compliance processes.

INDEPENDENT STUDY

Tribal Knowledge Has
Financial Services Firms
Driving Blind.

This commissioned Technology Adoption Profile (TAP) study, conducted by
Forrester Consulting on behalf of XTRAC Solutions, finds that financial services enterprises
rely too heavily on “tribal knowledge” to manage servicing and compliance processes.

Proven Processes. Simply Delivered.

Workflow Automation

Streamline and standardize your operations. Ensure the right work gets to the right person at the right time.

Hosted Document Management

Manage and store documents in our highly secure cloud-based digital vault. 

Insights & Analytics

Gain visibility into your business operations. Identify and implement process improvements.

Upcoming Events

There are currently no upcoming events scheduled. Please check back soon.

Complete Solutions for Your Specific Business Problems

XTRAC streamlines and standardizes critical business processes.

 

Learn about our solutions for: