Value proposition

Empowering distribution of life insurance in open architecture

The Hokus Platform is an innovative wealthtech, a reference, designed specifically for the wealth management industry.
Our main mission: to make private bankers' lives easier.
To do this, The Hokus Platform offers a unique digital solution in SaaS mode that standardizes and centralizes the management of life insurance contracts for wealth management players in open architecture, with :
- Digitization of current contracts and underwriting processes for new contracts;
- Optimized management of exchanges via a configurable workflow;
- Standardization of data in a standard format.

10, 20, 30 different insurers...= A single digital platform for large banking institutions, FOs...

The promise of The Hokus Platform is clear: eliminate as much as possible the repetitive tasks related to life insurance contracts to allow wealth management to focus on what really matters to them: customer satisfaction.

Assurance Vie, Banque Privée, Wealth Management, Weath Tech, Digital, Fintech, Distribution, and Insurtech