Financial Services

Overture Partners has provided technology and interactive staff augmentation services for over 15 years to the Boston financial services and insurance industry.

Our deep industry experience allows us to understand that not all financial services are the same. It is critical for an organization like ours to understand the skill-set and domain requirement differences between investment/retail banking, investment management, private Banking, Wealth Management, Brokerage, and Custody, and we do.

As the line between traditional insurance and banking institutions increasingly blurs, insurance companies call upon smart, agile and reliable technologies to improve customer service and accessibility, lower operating costs, improve workflows and successfully bring new products to market.

Overture helps major, industry-leading insurers access the right technology resources with appropriate domain experience and expertise to support products across the insurance industry, including life, disability, med/dental, LTC, auto, home, P&C, as well as financial products such as retirement, annuity, and trust.

Our areas of specialization:

  • Payments
  • Core Systems
  • Security and Fraud Detection
  • Regulatory Compliance
  • Big Data, Analytics and Visualization
  • Cloud and Transformational Infrastructure
  • Mobile/Web
  • Trading Applications: 


FPML CRD High Portfolio

Wall Street

Gloss Summit



GLtrade Endure


Fidessa Murex FIX



In addition, many forward-looking firms are evaluating the potential benefits of a DevOps approach to managing and executing their IT projects. If your firm is considering a move to a DevOps approach, currently transitioning, or looking to add staff to your current DevOps team, Overture can help. With success staffing DevOps projects in the local area, we have the understanding and experience to identify the unique talent you need.

Innovative new ideas in data management, cloud computing, and BYOD mobile applications are significantly impacting how financial services businesses compete, operate and service customers.

Data Management

From risk management and fraud detection to expanded customer profiling, target marketing and cross-selling, “big” data management is increasing competitiveness and customer intimacy for major financial services companies. Overture consultants with deep domain and platform experience help clients organize, integrate and analyze this extensive data to optimize the business value of data-driven initiatives.


The Cloud has finally made its way to financial services. Businesses that align with cloud-based, third-party solution providers can drive innovation and accelerate speed-to-market for new financial services and payment products. Overture consultants help you leverage the cloud for increased business agility, on-demand availability, increased productivity, instant scalability, and enhanced competitiveness.

BYOD Mobility

Consumer demand for mobile continues to grow, and the pace of adoption is increasing. Many analysts see mobile outpacing online in only a few years. Overture consultants can help your organization envision, architect, and secure engaging mobile banking, insurance and investment experiences that drive customer adoption and retention.

Interactive Web Solutions

Overture helps financial services clients seeking to fully leverage the increasing value of rich, intuitive, online interactive experiences. We help design, architect and build user-friendly business portals and custom web experiences.  Our technologists, UI designers, and marketing experts specialize in creating intuitive end-to-end online interface solutions for complex investment, research, informational, and customer service applications.

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