New Podcast Episode: Should You Be Assessing Your Clearing Platform?

growthCompetitive challenges are causing forward-thinking firms to determine the appropriate process, technology, financial and strategic investments to stay ahead or even just keep up. the analysis to decide if it’s best to invest in your current platform or consider a different path should not be ignored or pushed too far into the future. In this week’s episode of Oyster Stew, Managing Director Pete McAteer discusses when and why firms should assess their current clearing platform relationship.

For 10 years, Oyster has been assisting firms start, run, protect, and grow their business. Our consulting, outsourcing and software services have enabled our clients to transform into better managed and more profitable organizations. Oyster has helped clients like you to determine the appropriate platform strategy based on current business needs, and to map a future to success through organic growth, mergers and acquisitions.

Whether you are considering exploring your clearing options, changing from self-clearing to fully-disclosed (or vice-versa) or starting a broker-dealer, Oyster will help you make the best decisions with an assessment of your business, analysis to help drive decisions, and even walk you step-by-step through a vendor selection and conversion processes. Our tailored approach provides your firm with competitive intelligence, benchmarking, unbiased recommendations and best practices to help you manage the changes efficiently and effectively.

Oyster provides free resources such as podcasts and blogs, as well a team of consultants and software to help you organize and automate your compliance program. Oyster Consulting has the knowledge and experience to support your efforts to achieve compliance. To learn more about how we can help your firm, please give us a call at (804) 965-5400 and a Relationship Manager will be glad to connect you with an Oyster expert.