What Can Happen When You Start Managing Your Clearing Relationship At an Executive Level

Oyster Stew - A Broth of Financial Services Commentary and Insights

English - November 10, 2022 13:00 - 12 minutes - 8.91 MB - ★★★★★ - 7 ratings
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Your clearing and custodial partnerships touch every part of your business: your clients, financial professionals, technology platform, operations, digital experience and compliance are just some of those dependencies. And don’t forget about the impact on your P&L.

In today’s podcast Oyster’s clearing and custodian experts Dave Williams, Jay Donlin, Pete McAteer and Jim Roth share how you should manage your clearing and custodian relationships at the executive level.

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