Vaulta's unique platform gives accountancy practices and the businesses they advise sight over crucial data at a glance. Proactive insights on a clients' data sets their services apart. Practices can brand the dashboard, upskill their practice and offer their clients advice based on their latest financial data, making their team indispensable and their clients empowered.
When the client approached us to create Vaulta for them, it was a very early stage idea. We worked with them to articulate where the real opportunity was for them in the market. We then named and branded the company, creating a contemporary brand that harnesses the purpose and values of the platform to position them correctly within their market place.
We started off by creating user journeys for all users, which were followed by wireframes and then clickable visuals to ensure the best user experience for both accountancy practices and their clients. The resulting solution gives accountants and the businesses they advise sight over crucial data at a glance.