Company
Cloud-Based Process Management Solutions, Simply Delivered.
XTRAC Solutions, a wholly-owned subsidiary of Fidelity Investments, is a document management and workflow provider focused on delivering regulatory-compliant process improvement solutions for financial services firms. With its solutions used extensively across Fidelity, XTRAC has more than 17 years of industry experience managing complex, mission-critical processes
that support over 30 thousand users and processing more than 30 million work items annually. XTRAC has an unparalleled track record of delivering excellence in business results and customer satisfaction across its global clients.
In an industry in which many large scale implementations fail, the XTRAC suite powers effective, efficient business operations across a broad spectrum of clientele. By focusing on complete solutions for specific business problems, XTRAC avoids the pitfalls that occur when the high-level vision does not align with the practicalities of day-to-day operations.
XTRAC combines an enterprise-class workflow and document management engine and emerging BPM capabilities with the domain expertise that delivers improved customer satisfaction and process responsiveness at lower overall cost. By leveraging a deep understanding of industry processes, XTRAC makes sure that the operational vision remains grounded in reality.
Our success has been in supporting mission-critical processes where streamlining manual or “human” based processing is required. It has proved itself to be a robust solution for improving account applications, trade orders and other complex, document-intensive, high-volume and geographically-distributed processes that are at the core of the business. XTRAC is currently being used in over 10 sectors in the demanding financial services and communications industries where few can compete.
With Fidelity's support, XTRAC will continue to benefit from constant innovation and continual growth so its users around the globe can consistently increase operational efficiency with a leading, world-class process management solution.