Occasio Managed Services

A clear, credible website for a foreign exchange partner to accountancy firms, built to win partner enquiries.

The Brief

Occasio FX helps accountancy firms offer ethical, transparent foreign exchange to their clients, without building the capability themselves. They needed a website that would earn the trust of accountants at first glance and explain a partnership model clearly enough to turn visits into conversations.

What We Built

• A clean, professional design that feels at home in financial services, with plenty of white space and clear typography.
• Pages that walk a partner through the offer: Our story, How we help you and Why partner with us.
• Three partnership tiers (Partner, Empower and Grow) laid out side by side, so firms can see which suits them.
• Proof that builds trust: testimonials from partner accountancy firms, an explainer video and impact figures.
• A News & views section the Occasio team update themselves, plus a link through to their partner portal.

The Result

Occasio has a website that does the selling before the first call: accountants arrive, understand the model and know who to contact. 

Occasio Managed Services website

"I would not hesitate in recommending Ollie, he is friendly, professional, patient (!) and a pleasure to deal with. He continues to maintain and host our websites and is quick and responsive to any issues or questions we throw at him."

Carolyn Ahara, Occasio Managed Services