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

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.

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helped us streamline our business model to ensure we are focused on driving revenue and becoming less burdened by outdated policies and procedures.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