What’s New in VerityRMS? AI Chat & More | July 2025

Research makes the most impact when you can reach it and act on it quickly. Too often teams lose time sifting through old notes for a detail or an insight.

AI Chat, the headline feature in this quarter’s VerityRMS update, turns your entire research archive into a conversation, serving up cited answers in seconds.

Alongside AI Chat, this release makes writing notes faster and lets routine jobs run on their own, freeing your team to focus on decisions instead of housekeeping. 

AI Chat & Insights

Many customers tell us the hardest part of research is finding the right answer fast. These updates do the searching for you.

AI Chat (beta)

AI Chat transforms your research repository into an intelligent assistant that instantly answers questions using your team’s proprietary insights.

Click [ ] in the upper right-hand corner to expand the demo. 

Filter any slice of notes by date, tag, author, or other fields. You can then ask for a summary via the Summarize button or ask a plain-language question such as “What risks did we flag in consumer discretionary last quarter?” Answers arrive in seconds with links to the source notes and follow-up threads that keep your filters in place. Admins control access from the new Generative AI settings page. Learn more about this RMS Winning Play >>

Enhanced Insights (beta)

Find more relevant information across your research with improved AI-powered insights and analytics. Ask table-style questions that blend your research with market data, for example, “Show our latest price targets next to Street consensus.”

Get on-demand insights and analytics with the new AI-enhanced report builder.

Note & Authoring Experience

Writing ideas down should feel as quick as thinking them. Many of our recent updates to the note and authoring experience are focused on helping research teams share their ideas as quickly and efficiently as possible.

• Auto-populating templates: Pick an engagement topic and linked fields such as ESG pillar and subtopic fill in automatically. Fewer clicks, fewer mistakes.
• Cleaner layouts by default: Empty sections stay hidden and your preferred line spacing is remembered, so every new note starts tidy.
• Add records on the fly and keep tags tight: Create a new company or deal mid-note and narrow tag choices by country or type to prevent mistags before they start.

Workflow & Automation

Repetitive tasks should never pull analysts away from thinking. These upgrades to workflow and automation let teams offload busywork and let VerityRMS handle it.

• Choose the exact time a daily rule fires: Schedule overnight dashboards or end-of-day exports and use the new {all_tags} variable for richer reports.
• Smarter email capture: Link several custom objects in one message, read clear subject lines such as “Deal: Project Alpha,” and get tag suggestions based on your team’s habits.
• User lookup fields: Pull teammates into templates as easily as companies or tickers so ownership is always clear.

Bottom Line

Whether you’re pulling instant answers with AI Chat, drafting a new note, or letting overnight automations handle routine exports, these updates are built to keep your research moving and your focus well spent.

Want to See VerityRMS in Action?

VerityRMS is trusted by global investment teams to modernize how research gets captured, organized, and shared. Watch the on-demand demo or request a custom demo to explore how VerityRMS can improve your workflow.