Client:

Skill-set utilised:
  1. Custom WordPress theme development
  2. Custom PHP development
  3. WordPress REST API
  4. Salesforce API
  5. Google Sheets API
  6. JavaScript
  7. Dynamic PDF generation using PHP libraries within custom WordPress plugins

Website url:

https://momentafinance.co.uk


Industry:

Financial Services in London, UK

Project Brief:

Creating a Custom WordPress Solution for Momenta Finance

Momenta Finance is a UK-based finance provider in London, offering flexible funding solutions for SMEs. They approached us to create a custom WordPress website that better reflected their brand, improved usability for customers, and supported the internal processes behind their online applications.

The project combined custom WordPress theme development, custom plugin builds, and third-party API integrations to create a fast, reliable platform that works just as well behind the scenes as it does for users.

Objectives

Build a fully custom WordPress theme tailored to Momenta Finance’s brand, services, and user experience.

Automate application data handling with custom WordPress API integrations for Salesforce and Google Sheets APIs.

Develop a custom WordPress calculator plugin that compiles user inputs into a PDF report automatically emailed to clients.

Deliver a fast, secure, and easy-to-manage website for the internal team.

Our approach

We started by taking the time to understand how Momenta Finance’s customers move through the application process and how their internal team manages submissions.

From there, we designed and developed a custom WordPress theme focused on clarity, performance, and flexibility. The site structure was kept clean and intuitive, helping users quickly access relevant services on the website.

Alongside the theme, we developed a series of custom WordPress plugins to support key business functions. This included connecting application forms directly to Salesforce via API, logging submissions to Google Sheets for reporting, and building a tailored asset and liabilities calculator that automatically generates PDF reports and emails them to users.

Throughout the build, we focused on clean code, fast load times, and responsive layouts to ensure the site performs well across all devices.

Key Deliverables

  • A custom-built WordPress theme designed specifically for Momenta Finance UK
  • Custom WordPress plugins to handle form processing, calculations, and automation
  • Salesforce API integration for real-time application data syncing
  • Google Sheets integration for reporting and data backup
  • A custom asset and liabilities calculator with automated PDF generation
  • Responsive layouts and SEO-ready templates

Results

The finished website provides Momenta Finance with a reliable, high-performing platform that supports both customers and internal teams.

Users benefit from a clearer journey and faster access to funding information, while the business benefits from automated workflows, improved data accuracy, and reduced manual handling of applications. The flexible WordPress setup also allows the team to update and expand content without ongoing development support.

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