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Industry
Banks & Dealers
A scalable platform for banks and dealers to simplify derivatives connectivity, improve client servicing, and modernize operational workflows across markets and counterparties.
Challenge
Banks and dealers manage high volumes of activity across diverse clients, products, and regional requirements. Legacy processes, disconnected systems, and manual touchpoints can create inefficiencies, increase risk, and make it harder to deliver a seamless client experience.
Solution
OMeT helps banks and dealers streamline how they connect, process, and manage derivatives workflows. By centralizing key processes and reducing operational complexity, the platform supports more efficient service delivery and stronger control across client and market interactions.

How teams use B2base:
Sales, trading, onboarding, operations, and client service teams use OMeT to improve workflow coordination, support client connectivity, and manage derivatives processes with greater consistency. The platform helps internal teams serve clients more efficiently while maintaining operational discipline.
Key Result
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More efficient client-facing operations, stronger workflow standardization, and improved scalability across derivatives activity.
Banks and dealers need infrastructure that can keep pace with client demands, product complexity, and regulatory expectations. OMeT enables firms to simplify the operational layer around derivatives workflows, helping teams reduce friction, improve transparency, and create a more reliable experience for both internal users and external clients.
Results of using OMeT
- More streamlined client and counterparty workflows
- Reduced operational bottlenecks and manual processes
- Better consistency across teams and regions
- Improved transparency into activity and workflow status
- Greater scalability for supporting growth and market participation
Get Started
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Ready to Streamline Sales for Your Industry?
We’ve helped teams in tech, finance, healthcare, and more modernize their sales process with B2base. Let’s talk about how we can do the same for you.

