anytime adviser



Any time is the right time for great financial advice.
Your members are overwhelmed with financial challenges, but life's hectic pace leaves them with little time to find answers. You can help with Anytime Adviser®—give members the tools they need to save money and make better financial decisions when they need it.

Anytime Adviser is an interactive Web site that features seven expert financial coaches that are accessible online, anytime. The interactive coaches educate through games, quizzes, calculators and simulations, providing expert advice each step of the way.

View Anytime Adviser live




Members who need trustworthy financial advice, but want to access it at their convenience.


  • On every coach, there are links along the top of the screen that take members directly to your credit union. You can link to rates, financial management tools or any other service your credit union offers.
  • You'll enhance your relationships with members by accommodating their schedules and helping them make excellent financial decisions.

  • Seven coaches that walk and talk members through financial decisions:
    • Couples & Money Coach
    • New Car Buying Coach
    • Used Car Buying Coach
    • Home Buying Coach
    • Checking Account Coach
    • Credit Management Coach
    • Identity Theft Coach
  • All seven coaches are also available in Spanish! The Spanish coaches provide more than just translations, as they also feature examples using Hispanic names and Latinos in much of the photography. Formal Spanish is used throughout, so as to avoid expressions unique to any single dialect. View the Spanish coaches.
  • Multiple opportunities to customize each coach with your credit union's name and links back to your site's home page, rates, or financial management tools for more information
  • The perfect way to show members that anytime they need financial guidance, you'll be there - extend your service hours without extending your staff
  • Customize Anytime Adviser Coaches! Keep your products and services in mind and brand your credit union as a source for valuable financial information by adding your credit union name and links back to your Web site on the Anytime Adviser coaches.

Product Details View a PowerPoint presentation about Anytime Adviser.

Marketing Materials Subscribers have access to FREE ready-to-use, customizable marketing materials to help drive members to Anytime Adviser.

Frequently Asked Questions Find answers to common questions about Anytime Adviser.

What They're Saying See what members say about using Anytime Adviser.

Related Resources View all eight CUNA onlineEDGE products designed for your members.


An annual subscription to Anytime Adviser is $945 for credit unions with greater than $20 million in assets, and only $650 for those with $20 million or less. Want a product tour and special pricing? Call Darlene at 800-356-9655, ext. 4344.


Copyright © 2012 Credit Union National Association