Are APIs at the Heart of Digital-First Wealth Management Ecosystems - Sigma

Are APIs at the Heart of Digital-First Wealth Management Ecosystems?

Over the last few years, wealth management has undergone a major transformation. No longer confined to old-school offices and long-drawn quarterly reviews, today’s clients expect everything to be digital,

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Find and Merge Duplicate Prospect Records in Salesforce Account Engagement (Pardot) - Sigma

Find and Merge Duplicate Prospect Records in Salesforce Account Engagement (Pardot)

Feature Overview The Find and Merge Duplicate Prospect Records tool helps maintain a clean, organized, and accurate prospect database. Using this feature, you can: Identify Pardot duplicate prospect records

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