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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.

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Website http://thehokusplatform.com
Employees 25 (24 on RocketReach)
Founded 2020
Technologies
Industry Software Development

THE HOKUS PLATFORM Questions

Frédéric Fischer is the Non Executive Director of THE HOKUS PLATFORM.

24 people are employed at THE HOKUS PLATFORM.

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