The leading benchmarking platform for Banks & Credit Unions that redefines customer experience
BlueHill helps banks and credit unions measure customer touchpoints against peers, uncover growth opportunities, and make data-driven decisions with confidence.
4,000 banks and credit unions covered in our dataset
A comprehensive database for your institution
Banks and Credit Unions
Customer Journeys
Customer Touchpoints
Online reviews
Boost customer satisfaction
Setup & Application
Settlement of Disputes
Query Resolution
Account and Service Management
Money Transfer
Turn loan applications into relationships
See how customers feel at every stage of the onboarding journey. Pinpoint where the process works, where it creates friction, and how those moments impact trust and conversion from the very start:
- Account Origination: Identify how first impressions shape long-term relationships by understanding where customers feel confident, confused, or frustrated when creating a new account.
- Credit Card Applications: Measure how customers respond to application requirements and discover the points that drive them forward or cause them to abandon the process.
- Loan Applications: Uncover how clarity, speed, and communication influence trust during the loan journey and reveal which steps most impact decision-making.
Deliver a seamless, supportive dispute resolution experience
Understand how your institution’s response to disputes shapes customer trust, satisfaction, and long-term loyalty. Analyze sentiment to see whether customers feel the process is handled fairly and the outcome meets their expectations
- Charge Disputes: Measure customer satisfaction with how easy, clear, and fair the process is when disputing unauthorized or incorrect charges.
- Fee Disputes: Gauge customer sentiment toward the transparency, speed, and fairness of challenging unexpected or unjustified fees.
Create a faster, clearer, and more reassuring resolution journey
Understand how customers feel when problems occur and how your institution’s approach to resolving them shapes trust, confidence, and long-term satisfaction. Measure perceptions of support, communication, and responsiveness, and determine whether customers believe the resolution process meets their expectations:
- Online/Mobile Banking access: Measure customer confidence in resolving login or access problems and the overall effectiveness of the digital support process.
- Point-of-Sale (POS) Decline Resolution: Review how effectively declined transactions are handled and how well customers feel their concerns are addressed.
Deliver a more seamless and supportive account management experience
Design a more intuitive and impactful account management experience by assessing how effectively your platform supports key customer journeys:
- Account & Preference Management: Streamline the process for managing account settings, preferences, and personal information.
- Deposits: Optimize the deposit process across various channels (e.g., mobile, online, ATM, branch).
- Withdrawals: Enhance the withdrawal process for customers, ensuring convenience and security.
- Transaction Review: Improve the customer experience for reviewing transaction history and statements.
- Financial Advice: Enhance the accessibility and quality of financial advice and guidance for your customers.
Benchmark and Improve Every Step of the Transaction Experience
Compare your institution’s transaction performance against industry peers to identify where you lead, where you lag, and where system improvements can deliver a competitive edge. Use these insights to refine functionality, streamline processes, and align the experience with evolving customer expectations:
- Money Transfers: Analyze the speed, efficiency, and customer satisfaction associated with sending money.
- Bill Payments: Evaluate the convenience and ease of paying bills online, through mobile devices, or via other channels.
- Rewards Redemption: Assess the customer experience of redeeming credit card rewards, including the availability of redemption options and the ease of the redemption process.
Unlock Your Competitive Advantage
Use performance benchmarks to target growth, improve satisfaction, and get ahead of changing customer expectations.
BlueHill at a Glance
Focus on what matters the most
Identify key moments your customers value the most.
Uncover the underlying reasons
Perform in-depth analyses on how your customers perceive their banking experience and how to improve them.
Monitor progress
With BlueHill’s regular updates, you can track your key initiatives and performance trends over time to gain valuable insights into your organization and competitors.
Compare your performance to industry leaders
Evaluate your business by benchmarking against competitors – uncovering gaps, strengths, and opportunities to differentiate from your peers.
Equip your leaders with BlueHill’s data-driven insights
Utilize a powerful suite of data to support strategic decision-making across all key areas of your business.
Head of Marketing
Product Manager
Customer Experience Leaders
Channel Managers
Dominate Your Market: Uncover Competitive Advantages with BlueHill
- Quantify Your Competitive Position: Accurately assess your current market position and define clear, data-driven goals for future growth.
- Track Competitive Trends: Monitor competitive performance over time with regular data refreshes to identify emerging trends and adjust your strategies accordingly.
- Measure the Impact of Marketing Initiatives: Quantify the impact of your marketing efforts on customer satisfaction and loyalty at both the relationship and interaction levels.
In-depth insights for your product and customer lifecycle
- Understand Competitive Advantages: Identify the key factors driving customer preference for your product over competitors.
- Pinpoint Customer Pain Points: Uncover areas of product frustration and identify opportunities for improvement.
- Prioritize Development Efforts: Determine whether to focus on product enhancements, or on optimizing adjacent experiences such as delivery, service, and support.
Equip your leaders with insights for successful CX strategies
- Guide and Validate Strategic Decisions: Leverage empirical data to support and validate strategic recommendations with objective evidence.
- Gain Deeper Customer Understanding: Analyze customer journeys at a granular level to identify most critical touchpoints and understand the drivers of customer happiness.
- Conduct In-Depth Competitive Analysis: Benchmark your company’s performance against key competitors to identify areas for improvement and gain a competitive edge.
- Easily Leverage Data: Manipulate data with flexible filters and easily download reports for in-depth analysis.
Identify and address critical customer issues with precision
- Gain Actionable Insights: Analyze data by channel or product to identify specific areas requiring improvement and understand the underlying drivers of customer dissatisfaction.
- Measure and Track Key Performance Indicators (KPIs): Monitor critical KPIs across lines of business and channels to track progress and identify areas for optimization.
- Customize and Share Insights: Easily customize dashboards to meet specific needs and export reports for in-depth analysis and sharing.
- Improvements: Focus on the initiatives that will deliver the greatest return on investment by prioritizing improvements based on their potential impact on customer satisfaction and profitability.
See Your Customer Experience in Numbers
Access quantified insights into engagement, satisfaction, and loyalty and translate them into clear performance wins.