System Assessment, Due Diligence, Selection & Implementation

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.

Systems Assessment, Selection and Implementation Services

eBook

Download your Digital Assets in the Securities Industry eBook to learn the basics of blockchain and cryptocurrencies, and what that means when it comes to the securities industry.

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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.