Fintech Marketing Site Replatform: WordPress to Headless CMS

  • Services:
  • Industries: Fintech
  • Engagement: Replatform
  • Timeline: Q1-Q2 2024

About the project

A US-based Series-B fintech needed to move its marketing site off a heavily customized WordPress installation that was slowing down content operations and creating deployment risk. We ran a full headless CMS migration, replacing the existing stack with Payload as the content layer and Next.js on the front end. Editors began publishing in a fraction of the previous time, and search rankings held through the cutover.

Background

The client had accumulated years of custom WordPress plugins, theme overrides, and ad-hoc integrations for compliance-related copy workflows. Every content change required a developer review before going live. Page build times were slow, the monolithic deployment model introduced risk, and the marketing team had lost confidence in their ability to ship copy updates quickly ahead of product launches. The real constraint was not the CMS itself but the coupling between content authoring and code deployment.

Hire a headless CMS team for your fintech replatform
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We run end-to-end headless CMS migrations for companies moving off legacy WordPress or monolithic stacks.

What we built

A headless CMS migration from WordPress to Payload and Next.js, built for a compliance-aware fintech content workflow.

Structured content model Icon

Structured content model

We defined explicit content types for each page template, so editors could only place compliant field combinations. This removed the implicit knowledge that had lived in the old theme's PHP and reduced training time for new writers.

Approval states in Payload Icon

Approval states in Payload

Compliance review moved from email into the CMS itself. Draft, legal-review, and published states mapped directly to the client's internal sign-off process, so the marketing team could track where each piece of copy stood without chasing colleagues.

Static and incremental builds Icon

Static and incremental builds

Marketing pages are statically generated at build time for maximum performance. Product-rate and disclosure pages use Next.js ISR with a short revalidation window, so rate changes go live within minutes rather than triggering a full site build.

URL-preserving migration Icon

URL-preserving migration

All existing permalink structures were carried forward without redirects. We audited the inbound link profile before migration and mapped every legacy WordPress URL to its equivalent in the new routing layer, protecting the SEO equity the client had built over several years.

Takeaway

This headless CMS migration case study shows what happens when content authoring is properly decoupled from code deployment. The performance and publish-time gains came from structural changes: static generation, an explicit content model, and compliance workflows built into the CMS rather than bolted on outside it. For fintech and other regulated verticals, Payload's code-first schema definition also means the content model lives in version control and can be audited alongside the application code.

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