THE HOKUS PLATFORM Information

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.