Technology Review

Oyster will help you define your technology goals and ensure you are getting the best value from your current vendors 

Having an integrated, cohesive suite of technology improves operational efficiency, enhances your client experience and reduces errors. 

The Oyster Difference

Oyster Consulting has the experience, proven process and resources to guide you from planning your future operating model to implementing the changes. Leverage our experience to achieve your best results. 

Oyster has worked to develop, implement and configure systems both as internal owners and outside consultants. Our experience with numerous vendor products and proprietary software platforms will help your firm get a broad perspective to solve your technology needs. 

Why It’s Important

Sustainable ROI from your technology investment requires scalability, high adoption and consistent utilization. 

Ensuring that your technology and the policies, procedures and supervisory responsibilities surrounding it are robust and configured to support your business is paramount for the protection, continuity and growth of your firm. 

 

Our disciplined approach to implementing software will focus on budget, accuracy, appropriateness, training and support.  A thoughtful implementation process will help adoption and avoid the unintended consequences of change. 

 Learn More

Cybersecurity Mitigating Vendor and Change Management Risks  

FINRA’s 2022 Exam Priorities Market Integrity 

Expect The Most From Your Clearing Firm 

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.

Technology Review Services

Identify technology opportunities 

Provide insight and guidance on prioritization of current initiatives 

Best practices, including partner opportunities to accelerate decision making and execution