Clearing Conversion Support

Oyster Consulting provides the change management expertise and resources necessary to make any transition a success.

Our employees have been engaged with so many conversions, the enormity of our experience is difficult to capture. This gives us the unique competitive advantage that you need to have on your team.

Without the right consulting firm, you can get the wrong clearing partner.

Our process, knowledge of the marketplace and relationships with the major clearing firms allows us to mitigate the challenges you face. We have faced the same issues and will help you navigate the difficult decisions. We know your employees’ time is fully committed, so we stand ready to backfill tasks during transitions so you can maintain high service levels. Our collaborative team will execute the change and implement ongoing practices to make the conversion smooth for your firm and your clients.

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Whether you are looking to change from self-clearing to fully-disclosed (or vice-versa), exploring your clearing options or starting a broker-dealer, Oyster can assist with the assessment, analysis, vendor selection and conversion processes.

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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.