BlackRock recently launched Aladdin Wealth™ Vision, a management- and compliance-focused offering, and Aladdin Wealth™ Focus, an advanced dashboard for advisors. This open internal line of communication has led to more specialized product launches. With Airtable forms, client managers and product teams can submit feedback live during a beta test of a product that automatically populates an Airtable base for technologists and other teams to implement. It’s meaningfully improved internal communication and trust which makes it easier to explain the value that Aladdin Wealth™ offers to clients of all sizes.ĭan estimates that the company’s 130 client managers and product team members save nearly 600 hours a month on product communications, based on the roughly two hours a month each person previously spent requesting product updates from his team.ĭan also built a product feedback app with Airtable so client managers can more efficiently share feedback to shape product updates.
So Dan uses personalized views and interfaces to show status updates to leadership and other client managers. Technologists and client teams all need to be up to date on internal information around product launches but not everyone needs to see the same level of detail. The app attaches individual tasks to sales goals and provides talk tracks for client-facing team members to describe product features. His team is able to track everything from tasks to the health of upcoming product launches. Dan centralized this communication in Airtable, helping everyone speak from the same script. Before Airtable, internal communications were sometimes siloed between tools like Wiki pages, email, chat, and spreadsheets. This doesn’t include any client data or personal identifiable information, only internal project information. The app connects technologists and senior stakeholders internally so that they can work together more efficiently on product management, business development, engineering, design, and product marketing.
but is this just a pipe dream now?.Dan’s team built a connected app in Airtable that powers Aladdin Wealth’s collaboration. Then I'm able to check things out to them so I know who to track down if I'm looking for something 😆Īnyways, I've been eager to have people create accounts with my referral for this stuff cuz it's building up credits for me to someday go Pro!. Saves them from making a trip to my house and me from pulling stuff out of the closet. Literally a base for almost everything! Most people gain access to my record collection so they can gift me something I don't have (I keep a tab for my wishlist too)Īnd my clothes table gets sent to my girlfriends if they ask if I have something they could borrow. Always fun to remember an anniversary and helpful to know to be gentle with friends on anniversaries of loved ones passing.Ī base for travel plans, Halloween costume planning 😅. Or for like important dates like when they start dating someone new, or if a relative passes away.
Like "we chatted about the new girl she's seeing, " so it's easier to remember their friends' names if we've talked about them but I have never met. Such as Cataloguing:Īll of my belongings etc (for insurance purposes and just to keep the memory)Ī table for recipes table, a table for interesting articles and links I find with category tags, quotes, and a field for my thoughts.Ī call log with details about my friends and the life updates they've given me.
Can you kick people off from having access to a workspace when you upgrade? Or make them view-only users?
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