New Product Development Process Review

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Elevate your firm with innovative investment products, while minimizing risk and maintaining compliance. 

Accelerate Growth While Overcoming Challenges 

Adding new investment options to your existing products helps your business grow and provides options to your clients. These product ideas could include alternative products, financial instruments, and crypto funds. They can also help you meet changing client needs.

Investment in new product development is exciting but challenging. Without a robust product development process, your firm faces potential regulatory, operational, and reputational risks. Key challenges include:

  • Regulatory Compliance: Navigating complex regulations for alternative investment products, structured investment products, and proprietary investment products.
  • Due Diligence: Conducting thorough due diligence to ensure product viability and minimize any risks involved.
  • Operational Efficiency: Establishing efficient operational procedures to support new product launches.
  • Sales and Supervision: Ensuring sales practices and supervision meet industry standards and client expectations.
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Comprehensive Solutions for Financial Product Development 

Oyster Consulting helps improve your new product development process to make sure it follows rules and works well.

  • Gap Analysis: Identify gaps in your current products and services and recommend best practices for improvement. 
  • Regulatory Review: Ensure your investment product meets all regulatory requirements before public offering.
  • Operational Procedures: Develop and optimize operational procedures for product development, launch, and ongoing management.
  • Sales and Supervision Strategies: Implement robust product marketing, sales and supervision practices to meet industry standards.
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The Oyster Difference 

Oyster Consulting stands out in providing tailored support for your investment product development process. Our experienced team has experience with financial products, rules, risk management, and market trends.

We tailor our services to fit your firm’s unique needs, providing effective and compliant product development solutions. From initial assessment to post-launch support, we offer continuous guidance to keep your firm on track.

We have a proven track record, with success stories spanning asset classes and financial instruments. This expertise reflects our capability to drive bottom line growth and innovation. At Oyster Consulting, we are committed to helping your firm elevate its investment product offerings with confidence and expertise.

Meet Our Consultants

Case Study

Challenge

Finding The Right Vendor

Firms often find that vendors fail to add value and become a source of frustration rather than support.

Solution

Industry Experts

Utilizing Oyster Consulting’s experienced and knowledgeable consultants transforms your vendors into valuable resources.

Outcome

Overall Growth

Our consultants have specialized skills to help your firm achieve its business goals, growth objectives and maintain a system of reasonable compliance.

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Read The Full Case Study

Discover how our expert consultants can drive your success—get the full case study and learn more about how to partner with the right vendor for your firm’s success.

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