With XTRAC WorkHub 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.