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S2E01Season 2Top Session

INTRODUCING ANCHOR INTELLIGENCE

Master Prompts & The Road Ahead

February 2026
60 min

OVERVIEW

Season 2 opener. Introduction to master prompts (custom instructions), the Anchor Intelligence platform vision, and the security-first approach to enterprise AI.

KEY TAKEAWAYS

Master prompts are custom instructions that shape every conversation automatically

Set them up in ALL your AI tools, not just one

Anchor Intelligence is being built with security as the foundation, not an afterthought

The system will strip personal information before sending to AI models and re-insert it in the output

Adoption cannot be forced. Tools must be intuitive and useful, or people won't use them

PRO TIPS

Pro Tip #1: Master Prompt Setup Locations

Configure custom instructions in each tool: - Copilot: Settings, Personalization, Custom Instructions - Claude: Settings, Profile, Custom Instructions - Gemini: Settings, Extensions, Custom Instructions

VISUAL REFERENCE

ANCHOR INTELLIGENCE

Purpose-built AI modules working together

NeuroGrid

Deep Research

PortfolioPulse

Real-Time Monitoring

Echo

Client Comms

Cerebro

Unified Interface

2 clicks → answer

WHERE TO SET UP YOUR MASTER PROMPT

Configure once, benefit in every conversation — here's exactly where to find it

Settings
Personalisation
Custom instructions
Settings
General
Personalisation
Privacy
About

Custom Instructions

What would you like Copilot to know about you?

I work at Anchor Capital as a portfolio manager. I prefer concise, data-driven outputs with South African financial context...

ANATOMY OF A GREAT PROMPT

Five building blocks for structured, effective prompts

Role"You are a financial analyst at Anchor Capital"
Task"Produce a concise, data-driven market summary"
Context"Your audience: portfolio managers who value clarity"
Constraints"Avoid generic commentary. Support with data."
Format"Use bullet points, keep under 500 words"

SESSION CONTENT

WHAT IS A MASTER PROMPT?

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A master prompt is a set of persistent instructions you configure once. Every conversation is shaped by these. Your role, preferences, output format, constraints. Think of it as your AI's onboarding document. Just as a new hire needs to understand who you are, what you do, and how you like things done, your AI needs the same context. Without a master prompt, every conversation starts from zero. With one, the AI already knows you work at Anchor Capital, prefer concise outputs, and need South African financial context.

ANCHOR INTELLIGENCE VISION

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Anchor Intelligence is the internal AI platform being built for Anchor Capital. It consists of four modules: NeuroGrid: Deep research and analysis engine. Processes complex financial data and generates research reports. PortfolioPulse: Real-time portfolio monitoring and alerting. Watches market movements, portfolio drift, and risk indicators. Echo: Client communication and relationship management. Drafts communications, summarizes meetings, maintains relationship context. Cerebro: The unified interface. One place to access all modules. The goal is two clicks from question to answer.

SECURITY-FIRST ARCHITECTURE

warning
The system will automatically strip personal information before sending to AI models, replacing it with synthetic data, then re-inserting the real data in the output. This means client data never leaves the secure environment, even when leveraging external AI capabilities. This is non-negotiable for a financial services firm handling client assets and personal information.
Introducing Anchor Intelligence

TOPICS COVERED

Master Prompts
Custom Instructions
Anchor Intelligence
Security-First AI

CONTENT QUALITY

Essential — highly actionable content