ANCHOR INTELLIGENCE SAMURAI
Training for Precision in the Age of AI
OVERVIEW
The foundational session. Covers key AI concepts and terminology, hallucination awareness, choosing the right AI model, privacy considerations, and a complete client proposal automation workflow using AI agents.
KEY TAKEAWAYS
Get the paid version of whichever AI model you use. Anchor will accept claims cleared by your manager
AI is a tool AND a partner. A genius-level assistant that never sleeps with access to all human knowledge, but it has quirks
Don't let hallucination risk prevent you from using these tools. New models reduce hallucinations by 40-50%
Cross-check important outputs by running them through a second AI tool for verification
Use the Snipping Tool (Win+Shift+S) to show AI exactly what you see instead of describing it
Start with whichever tool you have access to. Copilot is your enterprise default, but explore others for different tasks
AI agents are like team members who carry out plans, not just consultants you ask for advice
PRO TIPS
Pro Tip #1: Say Hi to Your AI
Start voice conversations to capture thoughts, role-play scenarios, get personalized news, brainstorm ideas, practice negotiations, draft emails, break down complex topics, and more. Tap the voice icon in the app to start.
Pro Tip #2: Reducing Hallucination Risk
When working with complex queries, use a second or third LLM to verify data and cross-check sources.
- 1.Create your research report in your primary AI tool
- 2.Download the complete output
- 3.Upload the report to a different LLM (e.g., Claude or Gemini)
- 4.Prompt the second LLM to review accuracy and identify incorrect or misleading statements
Pro Tip #3: Use Snipping Tool. Show, Don't Tell
Instead of describing a complex UI, chart, or error message in words, just snip it. AI sees exactly what you see. Use Windows Shortcut: Win + Shift + S
Pro Tip #4: Use Voice Dictation
An easy way to generate longer prompts is to use dictation. Speak naturally and let the AI convert your voice to text in real-time.
- 1.Activate dictation by clicking the microphone icon or keyboard shortcut
- 2.Start speaking your prompt naturally
- 3.Review and submit. Your prompt appears in text format, ready to send
Pro Tip #5: Structure Your Prompts for Clarity
Visual structure matters. Use line breaks (Shift+Enter), bold text (**text**), and dash lists (-) to organize prompts into logical chunks. Models understand context better when content is visually structured.
VISUAL REFERENCE
HALLUCINATION RATES BY MODEL
Percentage of factually incorrect outputs — lower is better
Source: Health Bench Hard Hallucinations Study
PRIVACY & SECURITY RANKING
Data safety assessment for client-facing work — capability is separate from privacy
Enterprise licensing with data privacy guarantees — your data is not used for training
Stronger privacy than free tiers but always check your organisation's policy before using client data
Data may be used for model training — never input client-sensitive information
Source: Incogni AI LLM Privacy Ranking 2025
CROSS-CHECK: VERIFY BEFORE YOU TRUST
Never rely on a single AI output for important work — here's the process
SA Equities Q4 2025 Analysis
The JSE All Share Index gained 4.2% in Q4...
Fact-check prompt:
Review this market analysis. Flag any claims that are factually incorrect, outdated, or unsupported. List each issue with the correct information.Issues Found:
The AI that wrote the report should never be the same AI that fact-checks it. Use a different tool or a fresh conversation.
ANATOMY OF A GREAT PROMPT
Five building blocks for structured, effective prompts
VISUAL STRUCTURE MATTERS
The same information, structured differently, produces dramatically different results
Can you write me a report about the South African equity market performance for Q4 2025 and include the top performing sectors and also mention any risks and make sure to compare it with the previous quarter and format it nicely and keep it professional and add some charts if possible and make sure the data is accurate
Write a Q4 2025 SA equity market report.
Sections to include:
- Overall JSE performance vs Q3
- Top 3 performing sectors with % gains
- Key risks for Q1 2026
Format: Executive summary (3 paragraphs), then data table
Tone: Professional, suitable for client-facing report
Length: 400-500 words
SAMURAI PRO TIPS
Quick-reference techniques from the training sessions
SNIPPING TOOL: SHOW, DON'T TELL
Screenshot anything and paste it directly into your AI conversation
VOICE: JUST SAY HI
Speak naturally to your AI — it's faster than typing for complex requests
Converts speech to text in any input field — works everywhere, not just AI tools
Click the microphone icon in ChatGPT, Copilot, or Claude to start a voice conversation
CLIENT PROPOSAL PIPELINE
End-to-end AI-assisted workflow — from raw client email to branded proposal in under 30 minutes
Receive Email
Download the client email as a .eml file or print it to PDF. Most email clients let you do this via File → Save As or Print → Save as PDF. LLMs work best with PDF — if you have any other format, convert it first.
Extract Actions
Upload the PDF to your AI tool and prompt: 'Summarise this email. Extract what the client is asking for, specific action points, deadlines, constraints, and exclusions. Prioritise by urgency.' You now have a structured brief in 30 seconds.
Research Funds
Use Agent Mode (available in ChatGPT, Claude, and Copilot) to browse Anchor's fund range and compare against competitor funds the client may hold. Ask the AI to pull performance data, fee structures, and risk profiles. The key here: you're comparing other investment managers' funds against Anchor's funds to build a compelling case.
Compare Options
Ask the AI to create a side-by-side comparison table: Anchor fund vs competitor fund, across performance (1yr, 3yr, 5yr), fees, risk rating, and mandate alignment. Upload fund factsheets as PDFs for the most accurate comparison. The AI will structure this into a client-ready format.
Check Exclusions
Cross-reference the recommended fund holdings against the client's stated exclusions — ESG restrictions, sector limitations, geographic constraints. Upload the fund's holding list and the client's mandate. Prompt: 'Flag any holdings that conflict with these exclusions.' AI catches what manual review might miss.
Generate Proposal
Combine everything — the email summary, fund comparison, exclusion check, and your recommendations — into a structured proposal. Prompt: 'Using all the above, draft a client proposal that leads with the recommendation, supports it with data, and addresses each of the client's original questions.'
Apply Brand & Tone
Feed in Anchor's investment philosophy and your preferred communication tone. Use the Snipping Tool to screenshot a branded template as a visual reference. Prompt: 'Rewrite this proposal in a professional, warm tone consistent with Anchor Capital's brand voice. Keep it concise but thorough.' The AI adapts the output to sound like you, not a robot.
Review & Send
This is the human-in-the-loop step. Read every line. Verify the numbers. Check the fund names. Cross-reference against source documents. AI handles the grunt work — you handle the judgement. What used to take 2-3 hours now takes 20-30 minutes.
SESSION CONTENT
KEY CONCEPTS & TERMINOLOGY
textTERMINOLOGY MIX-UPS
comparisonHALLUCINATION RATES ACROSS MODELS
textPRIVACY & SECURITY ASSESSMENT
warningUSE CASE: CLIENT PROPOSAL AUTOMATION
workflow