New Products Process Review

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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 foster significant transformation by encouraging a dialogue that goes both ways.

Step 02


We make a plan and schedule to give your team the best financial service industry experience for your project.

Step 03


Oyster ensures regular communication to oversee and strengthen the financial compliance management project objectives while accomplishing project tasks.

Step 04


Oyster offers financial services regulatory compliance support to meet your goals and expectations.