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Intermediate10 min6 steps

MATCH CLIENT TO ANCHOR FUNDS

AI-assisted fund selection and comparison

THE TASK

A client wants to move money from another provider to Anchor. You need to find matching funds based on their risk mandate and exclusions.

1

PREPARE THE CLIENT BRIEF

Gather: the amount being moved, the current fund/provider, the client's risk mandate, any stock exclusions, and investment philosophy preferences.
2

ACTIVATE AGENT MODE

Agent Mode
Enable Agent Mode in your AI tool. This allows the AI to autonomously browse websites and gather real-time data. Select your tool below to see how.
CopilotM365 Copilot license
  1. 1Open copilot.microsoft.com or the Copilot sidebar in Edge / Microsoft 365 apps
  2. 2Copilot has web access built in by default — no special toggle needed
  3. 3For M365 Copilot: switch to "Work" mode to search your company files and emails
  4. 4In Word, Excel, or PowerPoint: click the Copilot icon in the ribbon → select "Agent Mode"
  5. 5Type your research request naturally — Copilot will browse the web and pull data automatically

Note: Copilot is Anchor's enterprise default. Web access works out of the box.

3

SEND THE FUND MATCHING PROMPT

'I need to find Anchor Capital funds that match this client's requirements: - Amount: [R amount] - Current fund: [fund name] at [provider] - Risk mandate: [balanced/aggressive/conservative] - Exclusions: [any excluded stocks] Please: 1. Search the Anchor Capital website for matching funds 2. Compare fund performance, fees, and risk profiles 3. Check fund holdings against the exclusion list 4. Recommend the top 2-3 matches with reasoning'
4

REVIEW THE AGENT'S RESEARCH

The AI will browse Anchor's website, pull fund data, and compile a comparison. Watch it work. You can see which pages it visits.
5

VERIFY THE DATA

Cross-check the fund names, performance figures, and fee structures against Anchor's official materials. Agent Mode can sometimes pull outdated data.
6

GENERATE THE CLIENT RECOMMENDATION

'Based on this analysis, draft a client recommendation that includes: - Why each fund was selected - How it compares to their current investment - Key risks and considerations - Use a professional, advisory tone'
DONE — YOU'VE GOT THIS

PRO TIP

Always check fund holdings against the client's exclusion list manually. The AI might miss holdings in sub-funds or indirect exposures. This is where human judgment is non-negotiable.

COMMON MISTAKES

  • ✕Not enabling Agent Mode. Without it, the AI can't browse Anchor's website
  • ✕Forgetting to check exclusions in sub-fund holdings
  • ✕Using this for final investment advice without human review and compliance sign-off

TOOLS NEEDED

  • AI tool with Agent Mode (paid tier)
Source: Sessions 1 & 2