Finance

Finance solutions tailored for you

This is a financial services company website that provides currency exchange and loan services.
Year
2021
Tools
Wordpress, Elementor

This project involved designing and structuring a clean, user-friendly website for YourFinServices, a financial company offering loan and currency exchange services between Australia and Mongolia.

The website clearly presents the company’s core offerings — including consumer and vehicle loans, AUD-MNT exchange, and cross-border remittance — in both English and Mongolian, with mobile-friendly layouts and bilingual content support.

In addition to the marketing site, the platform connects to:

  • A secure loan request form system
  • A fully featured customer dashboard where users can track loan progress, repayment schedules, and balances
  • A separate real-time exchange converter that reflects business-specific rate tiers

The entire structure is built with clarity and performance in mind, supporting smooth navigation, fast load times, and seamless integration with internal loan and transfer operations.

Exchange Converter Plugin – Custom WordPress Plugin for YourFin Services

This is a fully custom WordPress plugin developed specifically for YourFin Services, a financial company facilitating currency exchange between AUD and MNT.

The plugin was designed to handle complex, business-specific exchange rate logic while remaining lightweight, secure, and easy to manage from the WordPress admin dashboard.

Key Features:

  • Tiered exchange rate system
    Supports six configurable rate types — 3 for AUD to MNT and 3 for MNT to AUD — based on transaction volume (e.g. under 1000, over 1000, over 5000).
  • Admin-side control panel
    Built with usability in mind, allowing staff to easily update buy/sell rates, activate/deactivate specific tiers, and push changes live in real time.
  • Frontend converter shortcode
    Provides a responsive currency calculator that can be embedded anywhere via shortcode, displaying the most recent active rates to end users.
  • ManyChat integration ready
    The plugin exposes exchange rate data via REST API for chatbot automation, enabling consistent rate responses across platforms.
  • Optional rate history tracking
    Extensible to log rate changes daily for audit and trend analysis purposes.

This plugin plays a critical role in aligning the company’s exchange services with its web and chatbot platforms — all while maintaining full control via a native WordPress admin interface.

Get in Touch
Feel Free to Contact Me
Have a project in mind or just want to say hello? Fill out the form below, and I’ll get back to you as soon as possible. Looking forward to hearing from you!