WordPress Custom Development for Financial Services Platform

WordPress Custom Development

Building trust through fee transparency

Financial advisory clients struggle to understand the true cost of percentage-based fees. Xentum needed a WordPress platform that demonstrated their fixed-fee advantage through interactive comparison, whilst empowering their team to create flexible page layouts without developer dependency.

Project Overview

Type

WordPress Custom Build

Duration

6 months

Team Size

Lead Developer + Design Partner

Technologies

WordPress Tailwind CSS JavaScript ACF Blocks Cloudflare Analytics

The Problem

Industry distrust stemming from opaque percentage-based fee structures lacking transparency

Legacy website with static content and no interactive tools to demonstrate value proposition

Content editors unable to build varied page layouts without developer intervention

Need to accurately model long-term compounding impact of percentage fees vs fixed alternatives

Mobile-first responsive design requirements for clients accessing on various devices

The Solution

Developed bespoke JavaScript calculator with validated algorithm showing fee impact over time

Built flexible WordPress block system using ACF enabling rapid page creation by editors

Implemented Tailwind CSS component library ensuring consistent, accessible UI patterns

Optimised performance with Cloudflare CDN, image compression, and efficient caching strategy

Created mobile-first responsive design with accessibility compliance throughout

The Outcome

A WordPress platform featuring an industry-first calculator that became central to client consultations.

Increase in calculator completions compared to previous static fee page

40%

Interacted with the calculator before booking a consultation

65%

Reduction in support queries about pricing and fees

Other highlights

The calculator became the most-visited page on the site within three months of launch
Advisors began using the tool during client meetings to illustrate long-term fee savings
Page performance improvements led to a noticeable drop in bounce rates on key landing pages
Content updates and new landing pages are now created internally without developer input
The platform reframed how Xentum communicates value - moving conversations from cost to outcomes

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