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: