🚀 Feature of the Week: Analyst Filter

July 10, 2025 - Ryan Erickson

Quickly see what each analyst is working on.The new Analyst Filter lets you view updates by individual team members. From research notes to shared links, it's an easy way to track insights and activi...

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Why Wall Street is hiring less but paying more for the right talent

July 9, 2025 - Ryan Erickson

Goldman Sachs reports that AI can now handle 95% of IPO prospectus drafting in under a minute. Moelis predicts the junior banker layer will shrink significantly. Across Wall Street, firms are slashin...

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🚀 Feature of the Week: Basis Deep Research

July 3, 2025 - Michael J. Prichard

 Your AI Analyst That Never SleepsThe future of investment research isn't about replacing analysts—it's about amplifying their intelligence.What if your analyst could skip the tedious work and foc...

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AI Just Beat Analysts at Their Own Game (But Don't Panic Yet)

July 1, 2025 - Ryan Erickson

CFA Institute experiment: Six AI models vs. human equity analysts As AI rapidly advances in finance, we're seeing more studies pitting algorithms against human expertise. The latest example? The CF...

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🚀 Feature of the Week: Basis Mobile

June 26, 2025 - Michael J. Prichard

From Noise to Signal: Introducing Basis Mobile Real innovation happens when cutting-edge technology meets everyday workflow challenges.The Challenge: Information Overload in Modern Investment TeamsE...

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Who Really Owns Your Company's Data?

June 24, 2025 - Michael J. Prichard

As AI grows, control of your firm’s data is more critical than ever. But what if vendors lock you out of your own insights? With the proliferation of AI, it has become more apparent that whoever c...

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Creating Rich Citation Experiences with LLMs

April 30, 2025 - Zakey Faieq

Citations and the user experience around them are an important component of LLM chat interfaces - they enable users to verify and cross-check information provided through RAG systems, and they build ...

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The Shift Brief

A weekly roundup of ideas shaping investment research, AI, and the future of decision-making.

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