Digital Office DemonstrationCreated by Ivory Tower Marketing using publicly available company information. Not an official Revolution Financial Management production website.

About this demo
A financial professional taking notes beside a laptop

Financial Check Up

It may be time for a financial check up

It’s never a bad time to speak with your financial professional about changes in your situation.

Learn More

Your website doesn’t need to become something different. It can become something more.

Digital Office Demonstration

Experience Your Digital Office

Three AI employees. Three different jobs. One connected Digital Office.

The website you already have stays exactly where it is. The Digital Office is the workforce added inside it — designed to educate, guide, answer approved general questions, and connect people with the right human. It does not provide individualized financial, investment, tax, or legal advice.

Ivory

ITM Digital Office Guide

Explains the concept

Ivory Tower Marketing

Ivory works for Ivory Tower Marketing. She explains what a Digital Office is and how it gets added to a business that already works.

  • What a Digital Office is
  • What ITM can build and customize
  • How implementation works, step by step
  • How existing sites, branding, systems, and processes are preserved
  • How company-level and individual-level Digital Offices differ
Call Ivory

Demonstration placeholder. Not connected in this build.

Avery

Company AI Guide

Company Digital Office

Company-level demonstration employee

Avery demonstrates what a company-level AI employee could feel like here — a front desk that never closes, working only from approved company information.

  • General company information and frequently asked questions
  • Navigation of approved, public resources
  • Helping visitors understand what the company offers
  • Appointment and contact routing
  • Escalation to the appropriate human
Call Avery

Demonstration placeholder. Not connected in this build.

Sage

Individual Professional AI Assistant

Individual Digital Office

Hypothetical individual practice

Sage demonstrates the other side: what one independent professional or contractor could have inside their own Digital Office.

  • Individual professional identity and personal relationships
  • Scheduling and calendar hand-off
  • General approved information
  • Lead and contact handling with appropriate follow-up
  • Escalation to the professional themselves
Call Sage

Demonstration placeholder. Not connected in this build.

Ivory shows you what Ivory Tower Marketing built.

Avery shows you what the company can have.

Sage shows you what an individual professional can have.

Discover how we're

Making a Difference

Explore how our team of leaders are helping everyday families and individuals get the financial education and tools they need.

See the Difference

Browse our

Products & Providers

Revolution is trusted by some of the industry's top companies to present their products to families, individuals, and businesses.

Take a Closer Look

Take a tour of our

Business Platform

Learn what makes our business model so innovative, and see for yourself how it could set you up for success.

Learn More
Two people reviewing documents together at a table

Our Commitment

Our organization is focused on you and your needs, goals, and objectives. We strive to help individuals, families, and businesses create sound strategies for the future focused on saving money, reducing debt, protecting those things that are most valuable to you, and helping entrepreneurs create income streams.

Start by calling us or scheduling an appointment now…

(818) 879-9514 or

Email Us

The Power of Choice for Clients

Six Steps to Financial Independence

Our Opportunity for Entrepreneurs

Our platform offers you the power of choice and flexibility.

Through agreements with many well-known insurance and financial services providers, we can offer a wide selection of products and services by finding a strategy to help fit your needs and goals.

In the Digital Office, this same information becomes something a visitor can ask about at any hour — in general, educational terms, with a clear path to a professional for anything specific.

A family reading together at home

There are two primary ways we can assist with your financial future

1By helping you reach your personal financial goals for yourself and your family.Individuals and families seeking help pursuing financial goals.
2By helping you build a rewarding business as a financial professional.Professionals and entrepreneurs interested in building a financial-services business.

Money won’t solve all your problems. But it could solve your money problem.

Brand preservation

We preserved the building. We added the workforce.

Ivory Tower Marketing does not replace good infrastructure simply because we can build something new. The Digital Office adapts to the business it joins.

Existing websites, branding, customer relationships, processes, systems, and tools are preserved when they are useful and appropriate. We enhance what already works, and only recommend replacing something when there is a legitimate reason to.

Next Step

The Digital Office does not replace the professional

It answers the questions that never needed a person, and it gets the visitor to a person faster when a person is what they actually need. Every conversation has a path to a human.

General questionsStart with a general question about the company or its public resources.
SchedulingReserve time with a professional. Calendar integration is connected later.
Reach a personRoute to the appropriate human, or escalate any conversation to one.

Ready to Connect?

Have a question?

Talk with the Digital Office and get help finding the right next step.

Prefer to talk?

Experience one of the Digital Office voice employees.