Shift Services

Enterprise AI Infrastructure That Actually Works

From data chaos to intelligent systems we build the foundation that makes AI transformation possible.

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Trusted By

Just a few of the select Clients we have partnered with.

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“Shift solved the core challenge of adopting GenAI securely, giving us private, on-prem access and insuring data autonomy for our sensitive IP.”

Senior Researcher

Quantitative Investment Management

Our Services

Transform your firm's data infrastructure and AI capabilities with our specialized consultancy services. Drawing from our experience building enterprise-grade AI solutions for regulated industries, we help investment firms unlock the full potential of their data assets while maintaining strict security and compliance standards.

AI Strategy Development

We work with your leadership team to develop comprehensive AI adoption roadmaps tailored to your firm's specific workflows, regulatory requirements, and growth objectives. Our strategic assessments identify high-impact use cases and prioritize implementations that deliver measurable ROI while building foundational capabilities for long-term competitive advantage.

Data Architecture & Processing

Our engineers design and implement robust data pipelines that consolidate fragmented information across your organization's emails, research platforms, and operational systems. We specialize in transforming unstructured internal knowledge into AI-ready formats, enabling your teams to surface insights that were previously buried in organizational silos.

Custom AI Solution Development

Whether you need specialized document analysis tools, automated research workflows, or intelligent knowledge management systems, our team builds AI solutions that integrate seamlessly with your existing technology stack. Every solution is designed with financial services compliance requirements in mind, featuring audit trails, explainable AI, and comprehensive security controls.

Implementation & Training

We ensure successful adoption through hands-on implementation support and comprehensive team training. Our approach emphasizes practical workflow integration rather than theoretical concepts, helping your analysts and researchers immediately benefit from AI-powered capabilities while building internal expertise for ongoing innovation.

The Basis Engine

AI Data Enablement

Transform your organization's data into AI-ready intelligence with the same technology powering Basis.

  • Data Discovery & Ingestion

    Automated discovery and processing of structured and unstructured data across your organization

  • Intelligent Data Transformation

    Convert documents, emails, notes, and internal knowledge into AI-accessible formats

  • Real-Time Data Processing

    Keep your AI systems current with continuous data pipeline management

  • Secure On-Premise Deployment

    Enterprise-grade infrastructure designed for regulated industries

  • Ideal for:

    • Financial services firms with strict data governance requirements

    • Organizations with valuable institutional knowledge locked in legacy systems

    • Teams needing AI capabilities without cloud data exposure

    Design & Development

    Model Context Protocol (MCP)

    Custom MCP servers that extend AI capabilities while maintaining security, compliance, and control.

  • Custom MCP Server Development:

    Purpose-built servers tailored to your tools, workflows, and data sources

  • Secure Tool Integration

    Connect AI systems to internal resources with vetted, auditable interfaces

  • MCP Architecture Design

    Strategic planning for scalable, maintainable AI tool ecosystems

  • Implementation & Support

    From design through deployment and ongoing optimization

  • What Makes Our Approach Different

    • Battle-tested in production environments with stringent security requirements

    • Deep understanding of financial services workflows and compliance needs

    • Experience integrating MCP across multiple product lines (Hivemind, Basis, Folio)

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    Security You Can Trust

    SOC 2 certified, enterprise-grade protection designed for investment firms.

    Compliance Ready

    Meets rigorous financial industry standards.

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    Data Control

    Your data stays under your ownership, fully encrypted.

    Flexible Deployment

    On-prem, private cloud, or hybrid.

    Access Controls

    Granular permissions by role.

    Let's Work Together

    Schedule a consultation with us today!

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