BlueHill – The Insights Database for Regional Banks and Credit Unions

BlueHill Insights is a benchmarking database for banks and credit unions, powered by Newsweek’s and Plant-A’s America’s Best Regional Bank and Credit Union studies. Based on over 71,000 customer interviews across more than 3,500 institutions, it provides data-driven insights to measure performance against competitors. BlueHill helps financial institutions understand customer experiences across key touchpoints, identify improvement areas, and stay competitive. With its user-friendly interface, it’s an essential tool for enhancing performance and customer satisfaction.

Simplify Application and Account Setup

Compare your performance with competitors in essential application and account setup journeys, including:

Opening a new account
Applying for a credit card
Applying for a mortgage

Simplify the Dispute Process

Leverage our platform to gain insights into customer experiences with the dispute process, including:

Disputing a charge
Disputing a fee

Simplify Routine Account Management

Improve the account management experience for your customers by assessing your performance across key journeys, including:

Managing account settings/ preferences
Making deposits
Withdrawing funds
Reviewing transactions
Seeking financial advice

Enhance the Transaction Experience

Compare your performance with competitors in key transaction journeys, such as:

Sending money
Paying bills

Banking Staff Interaction

Evaluate key aspects of staff interactions, including:

Expertise and guidance
Friendliness and approachability
Solution orientation and response speed

Assess your channel performance, pinpoint key moments that drive customer satisfaction, track the impact of changes to your CX strategy, and much more with BlueHill.

Key Journeys

With BlueHill, identify the key moments that drive customer satisfaction and gain clear insights into what matters most to your customers.

Benchmark Against Competitors

Evaluate your performance across the customer journey and see how it stacks up against your competitors. With BlueHill, you’ll get access to data from a wide range of industry players to help you benchmark your performance.

Understand "Why customers behave as they do"

Knowing how your customers and your competitors’ customers feel about key moments in their journeys is just the start. With BlueHill, you can gain a deeper understanding of these moments and uncover specific areas where you can enhance customer satisfaction.

Customer Touchpoint Experience

Checking/Savings Account

Setting up a new account
Manage information, preferences, and notifications
Tracking banking activities
Send money, transfer funds and pay bills
Manage checks
Wire and global transfers
Deposit/Withdraw Money
ACH Transfer (Automated Clearing House)

Loan/Mortgage Programs

Application process for a new
Loan/Mortgage consultation services
Closing speed/delivery funds
Mortgage Servicer
Refinancing

Credit Card Offerings

Application process for a new credit card
Track and manage credit card activity
Dispute a charge or a transaction for credit card
Block and replace a lost/stolen credit or debit card

Investment Account

Set up Investment Account, Certificate of Deposit, or Money Market Account and manage account preferences
Track and earn IA, CD, or MMA

Fees, Costs, and Commissions

ATM fees
Interest rate on Overdraft (money you pay)
Credit card fees
Interest rates on loan/ mortgages
Investment fees and commissions. including Investment Account, Certificate of Deposit and Money Market Accounts

Perks & Benefits

Interest rate on Certificates of Deposits (CD), and Money Market Accounts (MMA)
Benefits and perks for credit and debit cards
Competitive loan offers/preferred loan rates
Flexibility of loans and offerings
Interest rate on account balance for checking or savings accounts
Reward Programs