Simple, Modern Financial Services
Our clients want a more modern, friendly approach to their finances. They need reminders and assistance with traditional accounting obligations but they’re searching for expertise and understanding beyond that. They want to feel knowledgeable and in control without having to seek out, verify and understand the information independently.
We provide value by being accessible, thoughtful and steadfast in a confusing, often antiquated space. Working with Vault is having a high-end experience where your questions are answered and needs are attended to before having to ask. Helping to streamline clients’ financial processes from the beginning results in more time for them to focus on their business and a foundation of trust.
Designing an Accounting Experience
Most new clients are referred to Vault through current clients based on the positive experiences they have had with Tom. Going forward we want to take on larger organizations and develop a more select group of ongoing clients. Our research showed us that experience was what made the difference between firms, particularly around standard annual services like compliance. This informed how we wanted clients to feel when exploring the services available. We kept the site design simple and rooted in the "friends of friends" feel that Australian business is known for and left room for case studies to demonstrate this.