Operations & Technology

Oyster consultants are proficient in the use of the financial services industries’ back office, compliance, order management, trading, and electronic record keeping platforms. Oyster consultants have worked for both small and large firms and know what it takes to create efficiency while maintaining appropriate controls.

Additional Services Include:

  • Customer Due Diligence
  • Interim Management
  • Omnibus Conversions
  • Online Trading Platforms
  • Order Management Systems
  • System Architecture
  • Workflow System Design

Trying to resolve issues and improve efficiency by aligning people, process and technology can lead to unexpected problems and mixed results. Managing change takes careful planning and disciplined execution. Oyster has the experience and expertise necessary to make your project successful.


“Oyster offers a valuable alternative to the ‘big firms’
which we appreciate.”

~CFO, Large, Institutional Broker-Dealer and Investment Advisor