Enlist AI to generate research notes quickly

How VerityRMS Helps

VerityRMS makes it easier to keep research organized and discoverable by integrating enterprise-ready AI capabilities directly into the research management workflow.

Rapid-Fill Note Templates: Analysts can reduce manual data entry when completing fields in a note template. VerityRMS automatically extracts content from the note body and enters it into the required fields in the template.

Auto-Tag Research Notes: When an analyst authors a research note, AI can quickly parse the content and apply the necessary company tags. 

Instant Note Summaries: Analysts can include brief summaries generated by AI. They can also easily edit and update those summaries for accuracy.  

AI can extract company names from the body of the note, tag the note, and generate a summary of the note.

How It Works

VerityRMS provides configurable AI assistance — while preserving security and accuracy — through simple setup steps.

Step 1: Choose Your AI Infrastructure

Following your firm’s best practices, connect your OpenAI account or use Verity’s secure API integration.

Step 2: Configure Your Parameters

Set custom prompts and controls using the No-Code Admin Toolkit. All prompts are configurable to your firm, and, in many cases, to your note types. The result delivers flexibility for custom prompt engineering and AI results that work for your firm.

Step 3. Put AI to Work

Once set up, the system helps analysts in several ways:

• When analysts write research notes, AI automatically identifies company names and adds the right tags.
• AI reads note content and fills in template fields automatically.
• AI creates quick summaries of longer notes that analysts can edit if needed.

These features eliminate repetitive work, reduce errors, and help analysts focus on generating insights rather than managing information.