Case Study: First Command Financial Services achieves a unified Client 360 and personalized coaching with Shift Paradigm

First Command Financial Services builds a Client 360 foundation with Shift Paradigm

First Command Financial Services, a financial services company serving military families, faced the challenge of having its client data siloed across multiple systems. This made it difficult for their advisors to get a complete view of each client, hindering their ability to deliver personalized financial coaching. To address this, they partnered with vendor Shift Paradigm to implement a Client 360 program.

Shift Paradigm built a unified Client 360 model that integrated disparate data sources and created behavioral segmentation. This provided advisors with comprehensive client profiles, enabling more meaningful and personalized conversations. The solution resulted in stronger client relationships, a scalable data foundation for future capabilities, and direct support for First Command's client-first mission.

First Command Financial Services