Discuss what matters, synthesize debate, and make sure the best ideas win.
Research teams are in dialogue across many apps: email, chat apps like Teams, and other third-party tools. Unfortunately, the content of these discussions is too often buried and lost in the siloed apps where they take place. That important decision-making context is missing. Cross-team collaboration is limited. Audit trails are incomplete.
VerityRMS offers in-app and integration opportunities to create the most up-to-date and complete record of your team’s collaboration. Whether your firm prefers to use email, Microsoft Teams, VerityRMS, or a mix.
In-app collaboration tools, like commenting (pictured), capture conversations so your firm never loses context.
Minimal-to-no setup is involved to start collaborating with VerityRMS.
When viewing a note, press the comment button and start a discussion. VerityRMS offers complete rich-text commenting and notification functionality to users. One of the most popular features, commenting helps analysts sync with portfolio managers and facilitates robust intra-team and cross-team dialogue.
Discussing via email? Whether the content originated in email or the RMS, simply reply-all while including your firm’s VerityRMS email address. All the email dialogue is tracked as a comment on the related note in VerityRMS.
Prefer to use third-party chat tools? VerityRMS integrates with both Microsoft Teams and Slack. Automated alerts can be sent to both tools. Users can comment on notes directly from Microsoft Teams.
Get in touch with your customer success team member to set up a chat-tool integration.
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