#United States #New York #Financial Services #Private Client Resources #Data Aggregation

PCR's Leadership Reshaping Financial Data Services

Private Client Resources (PCR) has recently redefined its leadership structure to better meet the demands of the financial services industry. As a well-known entity in data aggregation, PCR aims to elevate its reputation as a vital partner in providing high-quality data and managed services. With a fresh approach and newly appointed executives, the company is set to embark on a strategic growth journey.

The new leadership team is a blend of experienced professionals, featuring Chitra Baskar as Executive Chairperson, Ranjan Mishra as Chief Executive Officer, KB Venkataraman as Chief Technology Officer, and Sujatha Rajaram as Chief Operating Officer. These individuals collectively bring decades of industry experience focusing on high precision operations, operational excellence, and transforming large-scale tech operations.

Ranjan Mishra, the newly appointed CEO, expressed enthusiasm about the company's direction. He stated, "Our new leadership team has spent the past 18 months rebuilding PCR into an organization ready for its next phase of growth. Together, we bring decades of experience serving some of the world's most complex asset managers and financial institutions." With this new vision, PCR is repositioning itself from a data aggregator to a forward-thinking, tech-enhanced data services provider.

In addition to its revamped leadership, PCR is cementing its operational groundwork by establishing a delivery center in India. This center hires over 70 team members aimed at improving service consistency and providing a time-zone advantage for its client base. The company further invests in updating its technology infrastructure, incorporating advanced AI and straight-through processing (STP) to enhance operational capabilities and service delivery.

PCR is refocusing its business strategy to cater to high-value clients like wealth tech platforms, private wealth managers, banks, registered investment advisers (RIAs), family offices, and trust service providers. These institutions often seek comprehensive, institutional-grade data aggregation and managed services to drive their operations, and PCR aims to be the go-to provider for these needs.

The changes at PCR indicate a bright future for the company as it strives to align with the evolving needs of its client base and the financial services sector. For organizations that require seamless data management solutions, PCR’s commitment to innovation, scalability, and transparency positions it as a leading partner.

To discover more about how PCR empowers financial institutions through data aggregation and managed services, visit PCR Insights.

About PCR
Private Client Resources (PCR) provides data aggregation services to various financial institutions, advisors, family offices, pensions, and trust service providers, focusing on data management of hard-to-aggregate client assets. With a commitment to transparency and client-first innovation, PCR aggregates hundreds of billions in assets across the U.S., Europe, and Canada, enabling firms to concentrate on their core competencies rather than data collection and management.

Contact Information
Elyse Bruton
PR Manager
Launchpad Creative LLC
E-mail: [email protected]
Phone: 703-895-3154