About 5W Insights

Our passion is to create and apply amazing AI tools and data to provide you with powerful insights, models and audiences so you achieve remarkable engagement and results

What Defines Us

We are brutally honest and will always act in your best interest. We pride ourselves on delivering among the best strategic and tactical advice, models, insights, reports, information systems and creative materials in the industry. We use the best tools available, apply innovative techniques and have a proven methodology to advance our clients' success incrementally through a series of high-payoff steps.


5W was founded in 2009 by Jerry Montgomery and David Barron with the goal of helping direct marketers maximize their success by optimizing their 5 W's — Who to engage, with What content, Where, When and Why. We accomplish this through a unique mix of experience, advanced machine learning and data mining algorithms, data and direct marketing acumen.

Our key employees have delivered value to more than 150 organizations and led over $100 million in marketing analytics, data mining, advanced decision system and database development projects.

Our Unique Advantages

  1. Our integrity and commitment to deliver you value
  2. Our 5W Insights Briefs
  3. AIM5® — Your AI marketing analyst
  4. Our Traits Consumer Database (TCDB) with more than 3,000 traits on 260 Million consumers
  5. Decades of experience optimizing marketers' 5W's: Who to engage with What content, Where, When and Why
  6. Rare mix of omnichannel direct marketing, business, database, creative and analytic knowhow gained from helping more than 150 organizations
  7. Our unique proprietary techniques and knowhow developed over many decades and our willingness to share them with our clients