Consulting Outsourcing Software

We create simplicity in a complex environment

We look beyond the immediate,
helping you create a sustainable competitive advantage

What We Do

We ensure our clients have the knowledge and tools they need to thrive today, and in the future. Through our services, we establish strong relationships—we want to be your first call for objective advice, industry expertise and sensible solutions.

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Industry Insights

The ABCs of ESG

Recently Oyster has been covering ESG topics that have been front and center in both the headlines and with regulators. Today, we are taking a step back to address the basics of what ESG is, how it evolved, and why it is such a cornerstone subject for some investors and businesses. What is ESG? You […]

Tokenized Securities vs Security Token

In previous episodes of our podcast series Cryptocurrencies and Digital Assets: The Wheels are Turning – Are You Up-to-Date? we’ve talked about cryptocurrencies and Stable coins, which of course are built on blockchain or distributed ledger technology. In this episode, Oyster’s Jeff Gearhart, Ed Wegener and Buddy Doyle discuss the nuances for determining if a digital token, whether it is a tokenized […]

Are you Maximizing your Clearing Firm’s Capabilities?

Competition, regulations, technology and reduced margins may be reducing your broker-dealer’s bottom line. How do you continue to thrive in this environment? The answer may be right in front of you – your clearing firm. Join our panelists David Williams, Jay Donlin, Dave Osborne and Jim Roth as they talk about how maximizing your clearing […]

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The Corner Office

Content curated for and by Industry Leaders

How a corporate digital strategy can help your firm adapt and position itself for an innovative future

What is digital transformation and what are the evolving impacts for Capital Markets and Wealth Management?

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Oyster Solutions

Governance, risk and compliance software created by industry professionals for capital markets and wealth management.

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At Oyster Consulting, we saw the opportunity to create a new type of consulting firm with the belief that we could create a better outcome for our clients. We believed if we hired experienced industry practitioners, with a deep knowledge of how capital markets and wealth management organizations have evolved, with a clear understanding of how firms operate and a focus on innovation instead of disruption—a focus that looks beyond the engagement to create a sustainable competitive advantage—we could help our clients make the best choices and create simplicity in a complex environment.

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