Our ambition: to become the reference wealthtech
for private banks

Our ambition: to become the reference wealthtech for private banks

“My task: Leading the way, telling the story, enlightening

My motto: Benevolence, high standards and exemplarity are the three pillars of management.”

Fabrice Sauvignon

founder & CEO

After 22 years of experience in financial services, I decided to create The Hokus Platform, a digital wealthtech solution that allows private banks to centralize and simplify the management of their life insurance contracts.

The Hokus Platform’s idea: to give private banks the key to staying ahead of the game in a competitive market

The trigger

When I was head of La Mondiale Europartner, we started developing a digital tool for our private banker clients. Infused with confidence, we presented them with our solution, designed to centralize and digitize the management of their contracts linked to our products. Their answer was clear:

“Your solution is interesting, but our clients also subscribe to other insurers’ products. We would need a single digital platform for all our life insurance providers.

That’s when I realized that, in order to offer an attractive product to their clients, private bankers need to have a wide range of products from different insurers. They therefore need a single solution to simplify the management of all their offers, regardless of the provider.

Fabrice Sauvignon

Founder & CEO

After 22 years of experience in financial services, I decided to create The Hokus Platform, a digital wealthtech solution that allows private banks to centralize and simplify the management of their life insurance contracts.

“My task: Leading the way, telling the story, enlightening

My motto: Benevolence, high standards and exemplarity are the three pillars of management.”

The Hokus Platform’s idea: to give private banks the key to staying ahead of the game in a competitive market

The trigger

When I was head of La Mondiale Europartner, we started developing a digital tool for our private banker clients. Infused with confidence, we presented them with our solution, designed to centralize and digitize the management of their contracts linked to our products. Their answer was clear:

“Your solution is interesting, but our clients also subscribe to other insurers’ products. We would need a single digital platform for all our life insurance providers.

That’s when I realized that, in order to offer an attractive product to their clients, private bankers need to have a wide range of products from different insurers. They therefore need a single solution to simplify the management of all their offers, regardless of the provider.

The product and its promise

This is how the concept of The Hokus Platform was born: a platform to connect all life insurance distributors with private banking players.

For a private bank, administrating life insurance means:

  • 3 to 10 different employees;
  • Several hundred forms sometimes filled out by hand and exchanged by e-mail;
  • Numerous manual data entry steps that generate errors;
  • Time-consuming and low value-added tasks for bankers and brokers.

The promise of The Hokus Platform is clear: eradicate as many repetitive tasks in life insurance administration as possible, so that private bankers can focus on what really matters to them: customer satisfaction.

By 2021, 14 private banks had adopted our solution.

The product and its promise

C’est ainsi qu’est né le concept de The Hokus Platform : une plateforme pour connecter tous les distributeurs d’assurance vie avec les acteurs de la gestion privée.

 

This is how the concept of The Hokus Platform was born: a platform to connect all life insurance distributors with private banking players.

For a private bank, administrating life insurance means:

  • 3 to 10 different employees;
  • Several hundred forms sometimes filled out by hand and exchanged by e-mail;
  • Numerous manual data entry steps that generate errors;
  • Time-consuming and low value-added tasks for bankers and brokers.

The promise of The Hokus Platform is clear: eradicate as many repetitive tasks in life insurance administration as possible, so that private bankers can focus on what really matters to them: customer satisfaction.

By 2021, 14 private banks had adopted our solution.

The choice to set up an insurtech in Luxembourg

One of the “know-hows” in Luxembourg is to export life insurance. Moreover, by setting up our business there, we benefit from its regulation by the Commissariat aux Assurances and can offer additional guarantees to our clients. So what better place to create the solution that connects life insurance and private bankers than Luxembourg? 

As of May 2021, we have also obtained the certification of Insurance Sector Professional (ISP). Thus, Luxembourg hosts our operational and commercial activity, but also our data. This allows us to offer a reliable and secure solution that respects professional secrecy.

A dedicated team of experts for agents in the wealth management trade

Behind The Hokus Platform, there are 26 experienced and hand-picked associates. They are at your service to support you in the development and implementation of our solution for your business.

Aleix

Senior Software Engineer / Architect

 

He holds a Ph.D. in Physical Sciences from the Universitat Politècnica de Catalunya and graduated as an Ingeniero Superior Aeronautico from the Escuela Tecnica Superior de Ingenieros Aeronauticos (ETSIA) of the Universidad Politécnica de Madrid (UPM).

 

Key skills: software architecture and scalability, product adaptability and automated documentation management.

Photo Ali ok carré

Senior Software Engineer / Architect

 

Alireza holds a PhD in Computational Engineering from the Polytechnic University of Catalonia.

 

Key skills:
Mathematical modeling, high performance computing and the design of software platform architecture.

Hanna

She is an actuary from the Institute of Financial Sciences and Insurance (ISFA / Lyon).

Key skills: She is specialized in insurance products and data analysis.

Jorge

Engineering degree from the Universidad Autonoma de Barcelona. Extensive experience in R&D research in computer science (UPC).

​Key skills: mathematical modeling and financial sciences

Ana

She has more than 12 years of experience in research and as an engineer. She holds a PHD in Computer Science from Universitat Polytécnica de Catalunya.

 

Key skills: developing, modeling and optimizing high performance computer systems.

Hicham

He holds a Msc from Ecole Centrale de Lyon, an MSc in Actuarial Sciences (ISFA-Lyon) and is also a qualified airline pilot from ENAC .

Key skills: likes to solve different problems through an analytical methodology.

Kosta

He has a BA in Public Administration from Pantheon University in Athens and an MSc in Operations Research from the University of Strathclyde.

 

Key skills: He is specialized in data science and statistical data modeling.

Dirk

Computer Developer, holding a BSC in Computer Science from the University of Pretoria.

Key skills: IT development in the financial services industry.

Nadine

Since 2007, she has been working in the life insurance industry. She is passionate about technology, teamwork and the digitalization of administrative and regulatory processes.

Key skills: software development, needs and process analysis, and client and project management.

Aleix

Senior Software Engineer / Architect

 

He holds a Ph.D. in Physical Sciences from the Universitat Politècnica de Catalunya and graduated as an Ingeniero Superior Aeronautico from the Escuela Tecnica Superior de Ingenieros Aeronauticos (ETSIA) of the Universidad Politécnica de Madrid (UPM).


Key skills: software architecture and scalability, product adaptability and automated documentation management.

Photo Ali ok carré

Senior Software Engineer / Architect

 

He holds a PhD in Physical Sciences from the Polytechnic University of Catalonia.


Key skills: mathematical modeling, numerical methods and high performance computing and platform architecture design.

Hanna

She is an actuary from the Institute of Financial Sciences and Insurance (ISFA / Lyon).


Key skills: She is specialized in insurance products and data analysis.

Jorge

Engineering degree from the Universidad Autonoma de Barcelona. Extensive experience in R&D research in computer science (UPC).

​Key skills: mathematical modeling and financial sciences

Ana

She has more than 12 years of experience in research and as an engineer. She holds a PHD in Computer Science from Universitat Polytécnica de Catalunya.

 

Key skills: developing, modeling and optimizing high performance computer systems.

Hicham

He holds a Msc from Ecole Centrale de Lyon, an MSc in Actuarial Sciences (ISFA-Lyon) and is also a qualified airline pilot from ENAC .

Key skills: likes to solve different problems through an analytical methodology.

Kosta

He has a BA in Public Administration from Pantheon University in Athens and an MSc in Operations Research from the University of Strathclyde.

 

Key skills: He is specialized in data science and statistical data modeling.

Dirk

Computer Developer, holding a BSC in Computer Science from the University of Pretoria.

Key skills: IT development in the financial services industry.

Nadine

Since 2007, she has been working in the life insurance industry. She is passionate about technology, teamwork and the digitalization of administrative and regulatory processes.

Key skills: software development, needs and process analysis, and client and project management.

Lauriane

She holds a Master's degree in law from the University of Paris. She has 13 years of experience in life insurance product and process management in various life insurance companies.

Key skills: Specialized in product and process analysis.

Helena carre ok

10 years in insurance and financial services in digital marketing and digital project management. She is a graduate of INSEEC Paris.


Key skills: gathering customer needs, writing functional specifications and monitoring developments and deliveries

magali carre photoshop

14 years in Retail Banking at BNP Paribas in positions of Advisor, particularly in Financial Assets. Graduate of HEC Paris.  

​Key skills: Analysis of client needs and knowledge of issues related to the distribution of life insurance products, based on her experience in the field.

Manon carre ok

Holds an MSc in Digital Marketing from the Digital College of Paris University.

Key skills: getting things done. Do things once, do them well.

Zamila carre ok

She has more than 20 years of experience in the long-term savings field with insurance companies and a wealth management firm.

Key skills: Has a 360° view of the market.

elliot carre

He is currently a student at ITEEM, a school co-directed by Ecole Centrale de Lille and SKEMA Business School.

Key skills: Likes to propose solutions and solve problems in order to optimize the work of teams.

Lauriane

She holds a Master's degree in law from the University of Paris. She has 13 years of experience in life insurance product and process management in various life insurance companies.

Key skills: Specialized in product and process analysis.

Helena carre ok

10 years in insurance and financial services in digital marketing and digital project management. She is a graduate of INSEEC Paris.


Key skills: gathering customer needs, writing functional specifications and monitoring developments and deliveries

magali carre photoshop

14 years in Retail Banking at BNP Paribas in positions of Advisor, particularly in Financial Assets. Graduate of HEC Paris.  

​Key skills: Analysis of client needs and knowledge of issues related to the distribution of life insurance products, based on her experience in the field.

Manon carre ok

Holds an MSc in Digital Marketing from the Digital College of Paris University.

Key skills: getting things done. Do things once, do them well.

Zamila carre ok

She has more than 20 years of experience in the long-term savings field with insurance companies and a wealth management firm.

Key skills: Has a 360° view of the market.

elliot carre

He is currently a student at ITEEM, a school co-directed by Ecole Centrale de Lille and SKEMA Business School.

Key skills: Likes to propose solutions and solve problems in order to optimize the work of teams.

Aleix

Senior Software Engineer / Architect

 

He holds a Ph.D. in Physical Sciences from the Universitat Politècnica de Catalunya and graduated as an Ingeniero Superior Aeronautico from the Escuela Tecnica Superior de Ingenieros Aeronauticos (ETSIA) of the Universidad Politécnica de Madrid (UPM).

 

Key skills: software architecture and scalability, product adaptability and automated documentation management.

Photo Ali ok carré

Senior Software Engineer / Architect

 

Alireza holds a PhD in Computational Engineering from the Polytechnic University of Catalonia.

 

Key skills:
Mathematical modeling, high performance computing and the design of software platform architecture.

Hanna

She is an actuary from the Institute of Financial Sciences and Insurance (ISFA / Lyon).

Key skills: She is specialized in insurance products and data analysis.

Jorge

Engineering degree from the Universidad Autonoma de Barcelona. Extensive experience in R&D research in computer science (UPC).

​Key skills: mathematical modeling and financial sciences

Ana

She has more than 12 years of experience in research and as an engineer. She holds a PHD in Computer Science from Universitat Polytécnica de Catalunya.

 

Key skills: developing, modeling and optimizing high performance computer systems.

Hicham

He holds a Msc from Ecole Centrale de Lyon, an MSc in Actuarial Sciences (ISFA-Lyon) and is also a qualified airline pilot from ENAC .

Key skills: likes to solve different problems through an analytical methodology.

Kosta

He has a BA in Public Administration from Pantheon University in Athens and an MSc in Operations Research from the University of Strathclyde.

 

Key skills: He is specialized in data science and statistical data modeling.

Dirk

Computer Developer, holding a BSC in Computer Science from the University of Pretoria.

Key skills: IT development in the financial services industry.

Nadine

Since 2007, she has been working in the life insurance industry. She is passionate about technology, teamwork and the digitalization of administrative and regulatory processes.

Key skills: software development, needs and process analysis, and client and project management.

Aleix

Senior Software Engineer / Architect

 

He holds a Ph.D. in Physical Sciences from the Universitat Politècnica de Catalunya and graduated as an Ingeniero Superior Aeronautico from the Escuela Tecnica Superior de Ingenieros Aeronauticos (ETSIA) of the Universidad Politécnica de Madrid (UPM).


Key skills: software architecture and scalability, product adaptability and automated documentation management.

Photo Ali ok carré

Senior Software Engineer / Architect

 

He holds a PhD in Physical Sciences from the Polytechnic University of Catalonia.


Key skills: mathematical modeling, numerical methods and high performance computing and platform architecture design.

Hanna

She is an actuary from the Institute of Financial Sciences and Insurance (ISFA / Lyon).


Key skills: She is specialized in insurance products and data analysis.

Jorge

Engineering degree from the Universidad Autonoma de Barcelona. Extensive experience in R&D research in computer science (UPC).

​Key skills: mathematical modeling and financial sciences

Ana

She has more than 12 years of experience in research and as an engineer. She holds a PHD in Computer Science from Universitat Polytécnica de Catalunya.

 

Key skills: developing, modeling and optimizing high performance computer systems.

Hicham

He holds a Msc from Ecole Centrale de Lyon, an MSc in Actuarial Sciences (ISFA-Lyon) and is also a qualified airline pilot from ENAC .

Key skills: likes to solve different problems through an analytical methodology.

Kosta

He has a BA in Public Administration from Pantheon University in Athens and an MSc in Operations Research from the University of Strathclyde.

 

Key skills: He is specialized in data science and statistical data modeling.

Dirk

Computer Developer, holding a BSC in Computer Science from the University of Pretoria.

Key skills: IT development in the financial services industry.

Nadine

Since 2007, she has been working in the life insurance industry. She is passionate about technology, teamwork and the digitalization of administrative and regulatory processes.

Key skills: software development, needs and process analysis, and client and project management.

Lauriane

She holds a Master's degree in law from the University of Paris. She has 13 years of experience in life insurance product and process management in various life insurance companies.

Key skills: Specialized in product and process analysis.

Helena carre ok

10 years in insurance and financial services in digital marketing and digital project management. She is a graduate of INSEEC Paris.


Key skills: gathering customer needs, writing functional specifications and monitoring developments and deliveries

magali carre photoshop

14 years in Retail Banking at BNP Paribas in positions of Advisor, particularly in Financial Assets. Graduate of HEC Paris.  

​Key skills: Analysis of client needs and knowledge of issues related to the distribution of life insurance products, based on her experience in the field.

Manon carre ok

Holds an MSc in Digital Marketing from the Digital College of Paris University.

Key skills: getting things done. Do things once, do them well.

Zamila carre ok

She has more than 20 years of experience in the long-term savings field with insurance companies and a wealth management firm.

Key skills: Has a 360° view of the market.

elliot carre

He is currently a student at ITEEM, a school co-directed by Ecole Centrale de Lille and SKEMA Business School.

Key skills: Likes to propose solutions and solve problems in order to optimize the work of teams.

Lauriane

She holds a Master's degree in law from the University of Paris. She has 13 years of experience in life insurance product and process management in various life insurance companies.

Key skills: Specialized in product and process analysis.

Helena carre ok

10 years in insurance and financial services in digital marketing and digital project management. She is a graduate of INSEEC Paris.


Key skills: gathering customer needs, writing functional specifications and monitoring developments and deliveries

magali carre photoshop

14 years in Retail Banking at BNP Paribas in positions of Advisor, particularly in Financial Assets. Graduate of HEC Paris.  

​Key skills: Analysis of client needs and knowledge of issues related to the distribution of life insurance products, based on her experience in the field.

Manon carre ok

Holds an MSc in Digital Marketing from the Digital College of Paris University.

Key skills: getting things done. Do things once, do them well.

Zamila carre ok

She has more than 20 years of experience in the long-term savings field with insurance companies and a wealth management firm.

Key skills: Has a 360° view of the market.

elliot carre

He is currently a student at ITEEM, a school co-directed by Ecole Centrale de Lille and SKEMA Business School.

Key skills: Likes to propose solutions and solve problems in order to optimize the work of teams.

Aleix

Senior Software Engineer / Architect

 

He holds a Ph.D. in Physical Sciences from the Universitat Politècnica de Catalunya and graduated as an Ingeniero Superior Aeronautico from the Escuela Tecnica Superior de Ingenieros Aeronauticos (ETSIA) of the Universidad Politécnica de Madrid (UPM).

 

Key skills: software architecture and scalability, product adaptability and automated documentation management.

Photo Ali ok carré

Senior Software Engineer / Architect

 

Alireza holds a PhD in Computational Engineering from the Polytechnic University of Catalonia.

 

Key skills:
Mathematical modeling, high performance computing and the design of software platform architecture.

Hanna

She is an actuary from the Institute of Financial Sciences and Insurance (ISFA / Lyon).

Key skills: She is specialized in insurance products and data analysis.

Jorge

Engineering degree from the Universidad Autonoma de Barcelona. Extensive experience in R&D research in computer science (UPC).

​Key skills: mathematical modeling and financial sciences

Ana

She has more than 12 years of experience in research and as an engineer. She holds a PHD in Computer Science from Universitat Polytécnica de Catalunya.

 

Key skills: developing, modeling and optimizing high performance computer systems.

Hicham

He holds a Msc from Ecole Centrale de Lyon, an MSc in Actuarial Sciences (ISFA-Lyon) and is also a qualified airline pilot from ENAC .

Key skills: likes to solve different problems through an analytical methodology.

Kosta

He has a BA in Public Administration from Pantheon University in Athens and an MSc in Operations Research from the University of Strathclyde.

 

Key skills: He is specialized in data science and statistical data modeling.

Dirk

Computer Developer, holding a BSC in Computer Science from the University of Pretoria.

Key skills: IT development in the financial services industry.

Nadine

Since 2007, she has been working in the life insurance industry. She is passionate about technology, teamwork and the digitalization of administrative and regulatory processes.

Key skills: software development, needs and process analysis, and client and project management.

Aleix

Senior Software Engineer / Architect

 

He holds a Ph.D. in Physical Sciences from the Universitat Politècnica de Catalunya and graduated as an Ingeniero Superior Aeronautico from the Escuela Tecnica Superior de Ingenieros Aeronauticos (ETSIA) of the Universidad Politécnica de Madrid (UPM).


Key skills: software architecture and scalability, product adaptability and automated documentation management.

Photo Ali ok carré

Senior Software Engineer / Architect

 

He holds a PhD in Physical Sciences from the Polytechnic University of Catalonia.


Key skills: mathematical modeling, numerical methods and high performance computing and platform architecture design.

Hanna

She is an actuary from the Institute of Financial Sciences and Insurance (ISFA / Lyon).


Key skills: She is specialized in insurance products and data analysis.

Jorge

Engineering degree from the Universidad Autonoma de Barcelona. Extensive experience in R&D research in computer science (UPC).

​Key skills: mathematical modeling and financial sciences

Ana

She has more than 12 years of experience in research and as an engineer. She holds a PHD in Computer Science from Universitat Polytécnica de Catalunya.

 

Key skills: developing, modeling and optimizing high performance computer systems.

Hicham

He holds a Msc from Ecole Centrale de Lyon, an MSc in Actuarial Sciences (ISFA-Lyon) and is also a qualified airline pilot from ENAC .

Key skills: likes to solve different problems through an analytical methodology.

Kosta

He has a BA in Public Administration from Pantheon University in Athens and an MSc in Operations Research from the University of Strathclyde.

 

Key skills: He is specialized in data science and statistical data modeling.

Dirk

Computer Developer, holding a BSC in Computer Science from the University of Pretoria.

Key skills: IT development in the financial services industry.

Nadine

Since 2007, she has been working in the life insurance industry. She is passionate about technology, teamwork and the digitalization of administrative and regulatory processes.

Key skills: software development, needs and process analysis, and client and project management.

Lauriane

She holds a Master's degree in law from the University of Paris. She has 13 years of experience in life insurance product and process management in various life insurance companies.

Key skills: Specialized in product and process analysis.

Helena carre ok

10 years in insurance and financial services in digital marketing and digital project management. She is a graduate of INSEEC Paris.


Key skills: gathering customer needs, writing functional specifications and monitoring developments and deliveries

magali carre photoshop

14 years in Retail Banking at BNP Paribas in positions of Advisor, particularly in Financial Assets. Graduate of HEC Paris.  

​Key skills: Analysis of client needs and knowledge of issues related to the distribution of life insurance products, based on her experience in the field.

Manon carre ok

Holds an MSc in Digital Marketing from the Digital College of Paris University.

Key skills: getting things done. Do things once, do them well.

Zamila carre ok

She has more than 20 years of experience in the long-term savings field with insurance companies and a wealth management firm.

Key skills: Has a 360° view of the market.

elliot carre

He is currently a student at ITEEM, a school co-directed by Ecole Centrale de Lille and SKEMA Business School.

Key skills: Likes to propose solutions and solve problems in order to optimize the work of teams.

Lauriane

She holds a Master's degree in law from the University of Paris. She has 13 years of experience in life insurance product and process management in various life insurance companies.

Key skills: Specialized in product and process analysis.

Helena carre ok

10 years in insurance and financial services in digital marketing and digital project management. She is a graduate of INSEEC Paris.


Key skills: gathering customer needs, writing functional specifications and monitoring developments and deliveries

magali carre photoshop

14 years in Retail Banking at BNP Paribas in positions of Advisor, particularly in Financial Assets. Graduate of HEC Paris.  

​Key skills: Analysis of client needs and knowledge of issues related to the distribution of life insurance products, based on her experience in the field.

Manon carre ok

Holds an MSc in Digital Marketing from the Digital College of Paris University.

Key skills: getting things done. Do things once, do them well.

Zamila carre ok

She has more than 20 years of experience in the long-term savings field with insurance companies and a wealth management firm.

Key skills: Has a 360° view of the market.

elliot carre

He is currently a student at ITEEM, a school co-directed by Ecole Centrale de Lille and SKEMA Business School.

Key skills: Likes to propose solutions and solve problems in order to optimize the work of teams.

The Hokus Platform values

Authenticity

Smooth, honest and transparent exchanges with our customers. Internally, this is also what defines us, let's be ourselves!

Excellence

A solution with cutting-edge technology, created by experts in their field. A technical team that listens to you and is present every day.

Reliability

An effective and secure solution to simplify your life. A set of resources available to support you in the integration of the solution.

What our clients think of our wealthtech platform

The Hokus Platform: a well-publicized and recognized solution

The Hokus Platform: a well-publicized and recognized solution

The Hokus Platform received the Innovation Award for the startup making the best contribution to the insurance industry in 2021.

Discover the pitch that won us the Award.

Our resources for you, wealth management actors