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Shift AI helps investment teams securely leverage AI by unifying siloed data and deploying search and workflow agents. It provides a secure AI platform for finance professionals to manage and analyze their own knowledge.
About
Shift AI offers a secure AI platform, Basis, designed for investment teams to unify their siloed data and deploy AI search and workflow agents. This platform helps transform scattered firm knowledge into AI-ready intelligence, enabling smarter research and faster collaboration. Shift AI emphasizes security with SOC 2 certification, enterprise-grade protection, and compliance readiness for financial industry standards. Users maintain full data ownership and encryption, with flexible deployment options including on-prem, private cloud, or hybrid. The platform also features granular access controls by role, ensuring secure and controlled access to sensitive financial data. Additionally, Shift AI provides advisory and services for custom AI workflows and integrations built on its Basis Engine.