THE HOKUS PLATFORM
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#Assurance Vie
#Banque Privée
#Wealth Management
#Weath Tech
#Digital
#Fintech
#Distribution
#Insurtech
Overview
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.
Contact Details
info@thehokusplatform.com
Luxembourg, Luxembourg
Founded
2020
Employees
20-30
Categories
Keywords
#Assurance Vie
#Banque Privée
#Wealth Management
#Weath Tech
#Digital
#Fintech
#Distribution
#Insurtech
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