Consulting

We are prepared for the next industry evolution, with a clear understanding of how firms operate and a focus on innovation – not disruption.

Our industry practitioners have deep experience in wealth management and capital markets. Oyster’s consulting services cover a wide field of view, including strategy, compliance, operations, finance, transformation support to name a few, but all have that one thing in common: industry professionals ready to collaborate and offer actionable advice for your firm’s challenges.

End-to-end, front-to-back, top-to-bottom, head-to-toe – whatever term is used – Oyster Consulting has the professionals who will engage with stake holders, helping your firm reach its full potential.

Whether helping to optimize processes, prioritize opportunities, reframe challenges to turn them into success or advising on industry best practices, our employees are uniquely qualified to help your firm achieve measurable results.

If you are starting your firm, looking for growth and optimization strategies or are planning for succession, Oyster consultants provide practical solutions to your most complex needs. Use our experience to help your firm reach its full potential. Our experts bring decades of experience and apply that knowledge to help you uncover opportunities for growth and efficiency, identify paths to move forward while keeping your firm safe and compliant.

eBook

Download your Digital Assets in the Securities Industry eBook to learn the basics of blockchain and cryptocurrencies, and what that means when it comes to the securities industry. In this eBook you learn: The different types of digital assets What makes a digital asset a security What this means for custody and anti-money laundering How Regulation Best Interest and suitability come into play

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Our Process

Step 01

Kickoff

Starting with key stakeholders and leadership, we make sure your project goals are understood and aligned to project deliverables.

Step 02

Plan

We customize your project timeline, scope and deliverables. We then translate these into key milestones for quality control and assurance.

Step 03

Execute

Oyster monitors and reinforces project goals while achieving project deliverables.

Step 04

Deliver

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

Oyster took away the guess work, providing us with a strategy that led to value.

Bridget M. McNamara-Fenesy President & CEO, M Holdings Securities, Inc