The Hokus Platform: the digital solution that revolutionizes life insurance administration
for
wealth management
private banks
family offices
The Hokus Platform: the digital solution that revolutionizes life insurance administration for
wealth management
private banks
family offices
Manage the contracts of all your life insurance providers
from a single digital platform.
The Hokus Platform was rewarded with the Innovation Award at the 2021 ACA Innovation Awards, organized by the Association of Insurance Companies (ACA) in Luxembourg.
The Hokus Platform was rewarded with the Innovation Award at the 2021 ACA Innovation Awards, organized by the Association of Insurance Companies (ACA) in Luxembourg.
The Hokus Platform reinvents life insurance administration
Staying competitive in its market is essential for a private bank
To continue to stand out from the crowd:
- Life insurance remains an indispensable investment product.
- Offering several products from different providers in a broad open architecture is a necessity.
But this diversity of offerings comes with :
- A heavy mobilization of resources on low added-value tasks, such as arbitrage;
- A non-standardized IT and data processing, that is costly and complex to maintain;
- A significant amount of manual data entry that generates errors;
- Long processing times inherent to non-automated tasks.
At a time of digitalization of banking services, these constraints generate a growing dissatisfaction among private bank customers.
The Hokus Platform: a unique digital solution to manage all your life insurance contracts
Simplified life insurance administration designed for wealth management players
Find the portfolios of all your providers on a single platform
- Investment reports for clients;
- History of past transactions;
- Status of current transactions;
- Commission logs;
- Data associated with each contract.
Save valuable time
- Optimize exchanges with your life insurance distributors;
- Easily find up-to-date documentation for all producers.
Make your data easily usable without compromising on security
- Benefit from standardized and daily integrated data flows;
- Rely on a solution built on high standards of cybersecurity;
- Never forego confidentiality;
- Experience a scalable architecture that adapts to the complex regulatory environment.
Time and resources savings that translates in customer satisfaction
Saving time on administrative management allows you to focus on what really matters: your clients.
+
0
%
improvement in customer experience
-
0
%
resources needed
-
0
%
IT costs
-
0
%
processing time across different stages of contracts
0
back-and-forth due to errors between distributor and insurer
10 times faster processing of life insurance contracts
Making life easier for private bankers is our mission
Our clients in the wealth management trade share their feedback and our partners thank us
"The Hokus Platform solution meets our needs beyond our expectations! In addition to offering the dematerialization of administrative management and saving us precious time on low value-added tasks, we can offer our customers a very attractive 100% digital experience. Finally, The Hokus Platform teams are available, responsive and a force of proposal to bring us successfully to the production of this long term project."
Alexandre LemareCEO at LB&AF - Client 
"The Hokus Platform's solution is complementary to ours. By combining the two offerings, we are able to provide a complete and very qualitative digital experience for asset management firms and their clients. I am very satisfied with this pleasant and genuine partnership. The smooth exchanges with The Hokus Platform's sales staff are an undeniable proof that customer satisfaction is at the heart of their priorities. Their technical teams also provide us with cutting-edge knowledge of the life insurance industry. We are completely confident in their robust, secure and proven technological solution."
Yann CharraireChief Executive of One Wealth Place and Airwealth - Partner 
"In order to bring a digital transformation to our processes, we were seduced by the solution of The Hokus Platform. Thanks to it, we can integrate the offers of all our insurance partners and save precious time on time-consuming administrative and accounting tasks. This way, we can focus on our quality of service and customer satisfaction. After a year and a half of fruitful collaboration, I can affirm that the teams of The Hokus Platform are dynamic, proactive and rigorous!"
Jean-François CollinCEO at KMC Finance - Client 
"Our consultants accompany the deployment of The Hokus Platform solution with 2 customers and thus work in close collaboration with their team. We particularly appreciate the professionalism and responsiveness of their technical and commercial staff. The added value of the product is also to be highlighted: it meets an obvious need for private banks and their brokers: how to recover and harmonize all the files issued by insurance companies? By addressing this issue, the benefits of the solution are twofold: to simplify the management of life insurance on the private bank side and to offer a very qualitative digital experience on the client side.
"
Olivier RichalotChief Executive and co-founder of Brentome Consulting - Partner 
"As the first insurance partner of The Hokus Platform, we are very satisfied with the collaboration. Suffering from the lack of face-to-face animation with the health crisis, we were initially looking for a digital solution to simplify both the work of our brokers and the internal back office. We were seduced by The Hokus Platform solution, notably because of its presentation, its agile implementation methodology and its competitive costs compared to the development of an in-house solution. The Hokus Platform not only delivers on its promise and lightens our workload, but also helps us stay competitive in our target market."
Hervé Bernard CEO at AFI-ESCA - Client 
Previous
Next
"The Hokus Platform solution meets our needs beyond our expectations! In addition to offering the dematerialization of administrative management and saving us precious time on low value-added tasks, we can offer our customers a very attractive 100% digital experience. Finally, The Hokus Platform teams are available, responsive and a force of proposal to bring us successfully to the production of this long term project."
"The Hokus Platform's solution is complementary to ours. By combining the two offerings, we are able to provide a complete and very qualitative digital experience for asset management firms and their clients. I am very satisfied with this pleasant and genuine partnership. The smooth exchanges with The Hokus Platform's sales staff are an undeniable proof that customer satisfaction is at the heart of their priorities. Their technical teams also provide us with cutting-edge knowledge of the life insurance industry. We are completely confident in their robust, secure and proven technological solution."
"In order to bring a digital transformation to our processes, we were seduced by the solution of The Hokus Platform. Thanks to it, we can integrate the offers of all our insurance partners and save precious time on time-consuming administrative and accounting tasks. This way, we can focus on our quality of service and customer satisfaction. After a year and a half of fruitful collaboration, I can affirm that the teams of The Hokus Platform are dynamic, proactive and rigorous!"
"Our consultants accompany the deployment of The Hokus Platform solution with 2 customers and thus work in close collaboration with their team. We particularly appreciate the professionalism and responsiveness of their technical and commercial staff. The added value of the product is also to be highlighted: it meets an obvious need for private banks and their brokers: how to recover and harmonize all the files issued by insurance companies? By addressing this issue, the benefits of the solution are twofold: to simplify the management of life insurance on the private bank side and to offer a very qualitative digital experience on the client side.
"
"As the first insurance partner of The Hokus Platform, we are very satisfied with the collaboration. Suffering from the lack of face-to-face animation with the health crisis, we were initially looking for a digital solution to simplify both the work of our brokers and the internal back office. We were seduced by The Hokus Platform solution, notably because of its presentation, its agile implementation methodology and its competitive costs compared to the development of an in-house solution. The Hokus Platform not only delivers on its promise and lightens our workload, but also helps us stay competitive in our target market."
Previous
Next
"The Hokus Platform solution meets our needs beyond our expectations! In addition to offering the dematerialization of administrative management and saving us precious time on low value-added tasks, we can offer our customers a very attractive 100% digital experience. Finally, The Hokus Platform teams are available, responsive and a force of proposal to bring us successfully to the production of this long term project."
"The Hokus Platform's solution is complementary to ours. By combining the two offerings, we are able to provide a complete and very qualitative digital experience for asset management firms and their clients. I am very satisfied with this pleasant and genuine partnership. The smooth exchanges with The Hokus Platform's sales staff are an undeniable proof that customer satisfaction is at the heart of their priorities. Their technical teams also provide us with cutting-edge knowledge of the life insurance industry. We are completely confident in their robust, secure and proven technological solution."
"In order to bring a digital transformation to our processes, we were seduced by the solution of The Hokus Platform. Thanks to it, we can integrate the offers of all our insurance partners and save precious time on time-consuming administrative and accounting tasks. This way, we can focus on our quality of service and customer satisfaction. After a year and a half of fruitful collaboration, I can affirm that the teams of The Hokus Platform are dynamic, proactive and rigorous!"
"Our consultants accompany the deployment of The Hokus Platform solution with 2 customers and thus work in close collaboration with their team. We particularly appreciate the professionalism and responsiveness of their technical and commercial staff. The added value of the product is also to be highlighted: it meets an obvious need for private banks and their brokers: how to recover and harmonize all the files issued by insurance companies? By addressing this issue, the benefits of the solution are twofold: to simplify the management of life insurance on the private bank side and to offer a very qualitative digital experience on the client side.
"
"As the first insurance partner of The Hokus Platform, we are very satisfied with the collaboration. Suffering from the lack of face-to-face animation with the health crisis, we were initially looking for a digital solution to simplify both the work of our brokers and the internal back office. We were seduced by The Hokus Platform solution, notably because of its presentation, its agile implementation methodology and its competitive costs compared to the development of an in-house solution. The Hokus Platform not only delivers on its promise and lightens our workload, but also helps us stay competitive in our target market."
Previous
Next
What the press says about us
Our insurtech solution rewarded
The Hokus Platform received the Innovation Award for the startup making the best contribution to the insurance industry in 2021.
Our resources for you, wealth management players
Wealth management: the challenge of Millennials
Private banks and wealth managers are faced with a new clientele: the Millennials. Self-made men or heirs, these wealthy people…
Innovation in private banking: what to expect?
The private banking world has long maintained its business model. However, the growing gap between the profitability of the business models…
