New Products Process Review

Expanding your firm’s product offerings provides more options to your clients, 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.

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

Discover

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

Step 02

Plan

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

Step 03

Implement

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

Step 04

Deliver

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