XTRAC Overview

XTRAC® is a workflow and document management application that automates, tracks and controls the way complex work gets done.

With XTRAC you can do the following:

• Initiate work items from customer requests.
• Automate and standardize your business workflows with easy-to-use, graphical workflow tools.
• Speed up deployment with preconfigured workflows based industry best practices, including:
• New client onboarding and account setup
• Financial management and reporting
• Compliance testing and audits
• Operations and money movement
• Marketing collateral development
• Human resource management
• Account maintenance
• Loan origination
• Securely manage and store customer documents in the cloud.
• Facilitate compliance and ensure the highest levels of data protection.
• Track and report workflow activity.
• Monitor associate productivity and workloads.
• View tasks by priority, due date, queue or required action.

For more information about XTRAC, click here.

See also:

• Getting Started