--- title: Using technology to improve processes and create efficiencies description: Ben Jessop, owner of Orion Private Wealth Management shares how he and is team benefited from the Compass Best Practice program. image: https://blog.centrepointalliance.com.au/hubfs/Viewpoints%20images/iStock-1054586796%20(1).jpg --- [![centrepointalliance](https://blog.centrepointalliance.com.au/hubfs/CentrepointAlliance-Feb2017/Image/logo.png "centrepointalliance")](https://www.centrepointalliance.com.au/) # Using technology to improve processes and create efficiencies [Adviser Interview](https://blog.centrepointalliance.com.au/blog/topic/adviser-interview) [Advice Technology](https://blog.centrepointalliance.com.au/blog/topic/advice-technology) ###### SHARE ON LINKEDIN ###### July 11, 2021 [![](https://blog.centrepointalliance.com.au/hubfs/Viewpoints%20images/iStock-1054586796%20(1).jpg) ](https://blog.centrepointalliance.com.au/blog/laying-the-foundation-for-clarity-and-focus-0) If you worry about the impact of compliance gaps, you are not alone. For businesses, having a holistic overview of company processes provides transparency, a focus on effectiveness, and opportunities for improvement. That’s why Ben Jessop, owner of Orion Private Wealth Management, was pleased to look at ways to incorporate improvements and drive efficiencies in Compass, Centrepoint Alliance’s proprietary version of Xplan. Setting the foundations Over two one-on-one training sessions, the Centrepoint Alliance Advice Technology team worked with the team at Orion to understand their processes and identify ways to deliver practice improvements. Taking an approach to bring the whole team together enabled everyone to get a holistic understanding of the process and understand how everyone was integral to developing a seamless and compliant process. Not only has Ben and the team cleaned up the database, they are now looking at ways to turn that data into insights. Going through the process has also helped them to: - Articulate all the things they do behind the scenes - Focus on client categorisation and utilisation of the Fee Disclosure Statements (FDS) and opt-in functionality to comply with new regulation - Streamline their processes You can read Ben’s full story [here](https://blog.centrepointalliance.com.au/hubfs/Case%20Studies/Compass%20Adviser%20Case%20Study_Ben%20Jessop.pdf). ![Ben Jessop Case Study image](https://blog.centrepointalliance.com.au/hs-fs/hubfs/Case%20Studies/Ben%20Jessop%20Case%20Study%20image.png?width=2121&name=Ben%20Jessop%20Case%20Study%20image.png)   [JOIN OUR COMMUNITY](https://www.centrepointalliance.com.au/contact-us/join-us/) ## Financial Advice - [Financial Advice](https://www.centrepointalliance.com.au/financial-advice/) - [Technology ](https://www.centrepointalliance.com.au/financial-advice/technology/) - [Professional development](https://www.centrepointalliance.com.au/financial-advice/professional-development/) - [Compliance and professional standards](https://www.centrepointalliance.com.au/financial-advice/compliance-and-professional-standards/) - [Business support](https://www.centrepointalliance.com.au/financial-advice/business-support/) ## Viewpoints - [A minute on me – Belinda Rayment, Makaira Financial Solutions](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-belinda-rayment-makaira-financial-solutions) - [A minute on me - Luke Kidd, Aegis Financial Planning](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-luke-kidd-aegis-financial-planning) - [A minute on me: Jason Kwong, Your Life Now](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-jason-kwong-your-life-now) - [Improving reporting and operational efficiency with technology](https://blog.centrepointalliance.com.au/blog/laying-the-foundation-for-clarity-and-focus) - [An interview with Jason Cutrupi, Atlas Outsourcing](https://blog.centrepointalliance.com.au/blog/an-interview-with-jason-cutrupi-atlas-outsourcing) ### Viewpoints ![A minute on me – Belinda Rayment, Makaira Financial Solutions](https://blog.centrepointalliance.com.au/hubfs/Belinda%20Rayment%20HS%20banner.png) [A minute on me – Belinda Rayment, Makaira Financial Solutions](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-belinda-rayment-makaira-financial-solutions) [Read More](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-belinda-rayment-makaira-financial-solutions) ![A minute on me - Luke Kidd, Aegis Financial Planning](https://blog.centrepointalliance.com.au/hubfs/2020/Images/Newsletter%20images/A%20Minute%20on%20Me%20-%20Luke%20Kidd%20Viewpoints%20Banner%20(2040%20x%20580).png) [A minute on me - Luke Kidd, Aegis Financial Planning](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-luke-kidd-aegis-financial-planning) [Read More](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-luke-kidd-aegis-financial-planning) ![A minute on me: Jason Kwong, Your Life Now](https://blog.centrepointalliance.com.au/hubfs/Viewpoints%20images/A%20Minute%20on%20Me%20-%20Jason%20Kwong%20Viewpoints%20Banner%20(2000%20x%20575)-3.jpg) [A minute on me: Jason Kwong, Your Life Now](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-jason-kwong-your-life-now) [Read More](https://blog.centrepointalliance.com.au/blog/a-minute-on-me-jason-kwong-your-life-now) Principal Location - Corporate [ Level 8, 309-315 George Street Sydney NSW 2000 ](https://goo.gl/maps/2EYipt4RQFizg18XA) T: [1300 557 598](tel:+611300557598) - - - - [FSG](https://www.centrepointalliance.com.au/fsg/) - [Privacy Policy](https://www.centrepointalliance.com.au/privacy-policy/) - [Terms](https://www.centrepointalliance.com.au/terms/) - [Complaints](https://www.centrepointalliance.com.au/complaints/) © Copyright 2022 Centrepoint Alliance Limited - [FSG](https://www.centrepointalliance.com.au/fsg/) - [Privacy Policy](https://www.centrepointalliance.com.au/privacy-policy/) - [Terms](https://www.centrepointalliance.com.au/terms/) - [Complaints](https://www.centrepointalliance.com.au/complaints/) - - ![](https://www.facebook.com/tr?id=194802264386661&ev=PageView&noscript=1) ```json { "@context" : "http://schema.org", "@type" : "Article", "articleBody" : "Setting the foundations

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Over two one-on-one training sessions, the Centrepoint Alliance Advice Technology team worked with the team at Orion to understand their processes and identify ways to deliver practice improvements. Taking an approach to bring the whole team together enabled everyone to get a holistic understanding of the process and understand how everyone was integral to developing a seamless and compliant process.

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Not only has Ben and the team cleaned up the database, they are now looking at ways to turn that data into insights. Going through the process has also helped them to:

\n
    \n
  • Articulate all the things they do behind the scenes
    • \n
  • Focus on client categorisation and utilisation of the Fee Disclosure Statements (FDS) and opt-in functionality to comply with new regulation
    • \n
  • Streamline their processes
    • \n
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You can read Ben’s full story here.", "articleSection" : "If you worry about the impact of compliance gaps, you are not alone. For businesses, having a holistic overview of company processes provides transparency, a focus on effectiveness, and opportunities for improvement. That’s why Ben Jessop, owner of Orion Private Wealth Management, was pleased to look at ways to incorporate improvements and drive efficiencies in Compass, Centrepoint Alliance’s proprietary version of Xplan.", "author" : { "@type" : "Person", "name" : "Judy Weldon" }, "datePublished" : "2021-03-29", "image" : "https://blog.centrepointalliance.com.au/hubfs/Viewpoints%20images/iStock-1054586796%20%281%29.jpg", "name" : "Using technology to improve processes and create efficiencies", "publisher" : { "@type" : "Organization", "name" : "Centrepoint Alliance" }, "url" : "https://blog.centrepointalliance.com.au/blog/laying-the-foundation-for-clarity-and-focus-0" } ```