Operations

You work hard to provide a great experience for your clients – we look behind the curtain to make it easier.

Optimizing your middle- and back-office functions allows you to focus on your clients and your plan for success.

We break complicated projects into manageable tasks.

If you are changing clearing firms, moving from self-clearing to fully-disclosed, or are implementing other workplace changes to respond to the industry, Oyster will ensure your firm will be ready.

We provide effective support, taking on tasks so you can continue to do your job with minimal disruption while saving resources.

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’s expertise helped us streamline our business model to ensure we are focused on driving revenue and becoming less burdened by outdated policies and procedures.

President Full-Service Broker-Dealer