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November 1, 2016

XTRAC Solutions has earned a place in the list of CIO Review's 20 Most Promising Workflow Management Solution Providers 2016. Selected by a panel comprising of CEOs, CIOs, analysts and CIO Review's editorial board, the annual list presents 20 companies that are at the forefront of providing workflow management solutions and impacting the marketplace.

October 28, 2015

FidSafe® will now be offered by XTRAC Solutions, an independently operated Fidelity Investments company with more than 20 years of experience in workflow and document management. FidSafe was originally created by Fidelity Labs, the innovation unit of Fidelity Investments. It was built to address people’s unique and often complex needs when it comes to their personal documents. Using a combination of design thinking methodology and in-depth customer research and customer co-design, Fidelity Labs developed FidSafe with a focus on both an excellent user experience and top-level security. 

Online Workflow Cost Calculator and eBook Help Companies Reduce Costs More Than 15 Percent Annually – Potentially Millions of Dollars a Year
May 5, 2015

XTRAC Solutions, a Fidelity Investments company, today announced a new program to help financial institutions identify and reduce the bottom-line business costs and risks that result from delaying the automation of business processes. By recognizing and quantifying the cost of waiting to modernize workflow, we estimate that organizations can save 15% a year or more, which can be millions of dollars for a medium-to-large sized company.

XTRAC Available on Salesforce1 AppExchange, The World’s Leading Business Apps Marketplace
June 10, 2014

Client-facing employees in highly regulated companies around the world now have access to business processing services that were once the sole purview of their operations and technology teams. XTRAC® Solutions, the independently operated Fidelity Investments® company that provides workflow and document management services, has been integrated with the Salesforce1 Customer Platform to streamline day-to-day operations for highly regulated companies and arm employees with the information they need to better serve their clients.xq

Global Financial Private Capital is Latest Financial Services Firm to Choose XTRAC
March 17, 2014

Record numbers of professionals in the financial services industry are using the advanced business processing technology that has run much of the operations and infrastructure at Fidelity Investments® for the past 20 years. Known as XTRAC® Solutions, the organization quietly came to market three years ago as a Fidelity Investments company to offer its cloud-based workflow and document management technology to other highly-regulated businesses.

February 24, 2014

XTRAC Solutions, provider of cloud-based Workflow and Document Management technology for the Financial Services and other highly regulated industries, releases findings from a Technology Adoption Profile (TAP), a December 2013 commissioned study conducted by Forrester Consulting on behalf of XTRAC. Findings and their implications also will be discussed during a webinar.