Eton Solutions x WealthTech Series: AI Agent Use Cases in Enterprise and Personal Practice

​Eton Solutions x WealthTech Series: AI Agent Use Cases in Enterprise and Personal Practice

​AI agents are moving fast from pilots to real-world impact in finance—automating workflows, improving decision-making, and helping organizations and individuals work smarter. This session breaks down what AI agents are, how they operate, and where they are creating measurable value today.

​We’ll explore practical use cases across both enterprise and personal settings:

​Enterprise AI Agents: from finance operations, fraud and risk detection, audit and compliance, and investor management to investment research. Through real examples, you’ll learn what can be automated end-to-end, what still requires human judgment, and how to deploy AI responsibly in highly regulated environments, backed by 80+ EtonAI implementations delivered for enterprise clients globally.

​Personal AI Agents: rapidly evolving and expanding in 2026. Special guest Lionel will share hands-on examples that boost productivity and offer practical guidance on how to use AI agents to support everyday personal activities.

​Attendees will leave with a clear view of the current capabilities and limitations of AI agents in finance, examples of successful implementations, and a framework for identifying high-impact opportunities—whether you’re driving transformation in an organization or applying AI to improve your own financial habits.

• ​Speaker Bio:

  • ​Ada Dong, Vice President of Sale, Eton Solutions.

    • ​ Ada Dong is Vice President of Sales at Eton Solutions, where she drives revenue growth across Asia by building partnerships and go-to-market channels that localize product, sales, and customer success. She specializes in turning strategic relationships into sustained regional growth, helping financial organizations adopt modern, cloud-native platforms and unlock value from their data.

    • ​Before joining Eton Solutions, Ada spent several years in investment banking in Singapore, including as Senior Vice President at Mirae Asset Securities and Associate Director at ICBC Singapore. Her background spans private credit syndication, structured loans, and bonds, supported by a strong understanding of institutional investors’ mandates and decision-making. Ada holds an Executive Master in Finance from INSEAD and a Bachelor of Engineering from Nanyang Technological University. She brings a practical, market-informed perspective to how AI agents are being applied in finance—both in enterprise environments and in day-to-day personal financial management.

​Eton Solutions is a software and services company founded in the U.S. in 2015. Managing USD1.4 trillion in assets across 12 counties, our cloud-native platform, AtlasFive®, unifies accounting, investment reporting, trust administration, tax, bill pay, and document management into a seamless system of record. Together with EtonAI™, our proprietary marketing-leading artificial intelligence system, we lay the foundation for AI-powered insights, helping financial organizations unlock the full potential of your data.

• ​Special guest, Lionel Sim, Founder, The AI Capitol

  • ​Lionel Sim is the founder of The AI Capitol, an AI automation consultancy and education platform based in Singapore. He leads OpenClaw Singapore, Southeast Asia’s largest OpenClaw community.

• ​Program time:

  • ​6:45pm to 7pm: registration at Mandala Club reception

  • ​7pm-8pm: presentation, followed by Q&A

  • ​8pm-9pm: networking