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.
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.
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.
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.
XTRAC Solutions Overview
XTRAC is a complete workflow and document management solution that automates, tracks and controls the way complex work gets done.
XTRAC® App for Salesforce®
Complete Solutions for Your Specific Business Problems
XTRAC streamlines and standardizes critical business processes.
Learn about our solutions for:
