System Assessment, Due Diligence, Selection & Implementation

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

Why the Right Platforms Matter

The right operational platform will help break your firm away from the competition.  A technology stack can enhance your operations or cause daily problems that require workarounds and heavy oversite. Impact your ROI in a positive way by ensuring your systems are scalable, invite high adoption and consistent utilization. A tactical back office strategy enhances your customer and employee experience, leading to retention and growth.

With a proven track record of delivering tailored solutions for broker-dealers, investment advisors and exchanges, Oyster Consulting  provides comprehensive digital transformation services. Our team of industry and technology experts collaborates closely with you to understand your firm’s specific challenges and goals.


Strategic Planning

Craft a customized technology roadmap that aligns with your business objectives and regulatory requirements. Ensuring that your technology will help you meet the regulatory burden of FINRA and the SEC is an important factor for our clients. Unlock the power of data with advanced analytics tools, enabling you to gain valuable insights for better decision-making.

Your clients and employees expect to have the right tools.  Updated platforms can attract talent and reduce friction points with clients.   Leverage digital solutions to provide a superior client experience, from onboarding to customer retention. Having platforms to support a well managed client experience will enable your firm to attract new talent and revenue to your firm.

Why Choose Oyster Consulting?

Our end-to-end services covers everything from strategy, selection, implementation to ongoing support. Through our extensive industry experience and relationships with current industry vendors, our consultants understand today’s challenges and will provide practical, value-add solutions customized to address your firm’s unique needs.

Oyster provides industry intelligence and comparable benchmarks so the best decisions can be made for your firm.  We bridge the gap between business and technology.


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Our Process

Step 01


We listen to your goals and priorities. We foster significant transformation by encouraging a dialogue that goes both ways.

Step 02


We make a plan and schedule to give your team the best financial service industry experience for your project.

Step 03


Oyster ensures regular communication to oversee and strengthen the financial compliance management project objectives while accomplishing project tasks.

Step 04


Oyster offers financial services regulatory compliance support to meet your goals and expectations.