Shift Services
Enterprise AI Infrastructure That Actually Works
From data chaos to intelligent systems we build the foundation that makes AI transformation possible.
Trusted By
Just a few of the select Clients we have partnered with.






“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)

Security You Can Trust
SOC 2 certified, enterprise-grade protection designed for investment firms.
Compliance Ready
Meets rigorous financial industry standards.
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!
We use cookies to improve user experience. Choose what cookie categories you allow us to use. You can read more about our Cookie Policy by clicking on Cookie Policy below.
These cookies enable strictly necessary cookies for security, language support and verification of identity. These cookies can’t be disabled.
These cookies collect data to remember choices users make to improve and give a better user experience. Disabling can cause some parts of the site to not work properly.
These cookies help us to understand how visitors interact with our website, help us measure and analyze traffic to improve our service.
These cookies help us to better deliver marketing content and customized ads.