Focus

Compliance for today, planning for tomorrow

Oyster Solutions provides the information you need, right at your fingertips. The Oyster Solutions planning function incorporates assigned tasks, a calendar and scheduling in one convenient location. Our role-based permissions allow for visibility by responsibility, assigned task and supervision.

Clarity – transparent, coherent and precise

See what tasks are in flight or scheduled, who is responsible, task progress and documentation. Role-based permissions allow employees to view only what they need to. One system houses all of your policies, procedures and risk scoring while providing organized, accessible, WORM compliant storage of documents.

 

The Compliance Calendar

No more spreadsheets or multiple calendars to coordinate people and assignments.  With Oyster Solutions, you get an enhanced calendar that schedules workflows, notifies users of tasks and guides employees step-by-step through the process. Stay on track by setting reminders if workflows are coming due. Leverage our Supervisor dashboards easily monitor the health of your compliance program.

Planning and Scheduling

Choose from our menu of integrated workflows to hit the ground running.  Easily configure workflows to enforce the procedures outlined in your policies. The compliance calendar tool effortlessly moves tasks through the approval process with built-in automation. With Oyster Solutions, your compliance is automated, accessible and organized.

Oyster Solutions will take the compliance program to the next level and provide me as CCO with time to focus on developing more strategic goals for the program and better serve my internal clients

– Current Client
eBook

Learn how Oyster Solutions creates a modern, effective compliance program that protects your firm and provides value.

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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.