New Products Process Review

Expanding your firm’s product offerings provides more client options, which can mean growth opportunities for your firm.

It also means you need a process in place to ensure your procedures around operations, due diligence, sales and supervision minimize risk and achieve compliance.

How We Can Help

Oyster Consulting will assess your New Product Review process, ensuring you are meeting regulatory requirements before offering the product to the public. Our team of experts will perform a gap analysis and advise on best practices so that you remain in compliance post-launch.

Our Process

Step 01


We listen to your goals and priorities. We create transformative change by inviting a two-way discussion.

Step 02


We customize your project by creating a scope and timeline to deliver the best experience for your team.

Step 03


Oyster maintains consistent communication to monitor and reinforce project goals while completing project deliverables.

Step 04


Whether your need is ongoing consulting or project based, Oyster will deliver a quality product that encapsulates your goals and expectations.