ACCOUNT & RELATIONSHIP INTELLIGENCE FOR ADTECH, MARKET RESEARCH & MEDIA

Insitio builds the account picture.

Business changes, people, agency relationships, retail media activity, and customer history. Connected to what you sell, so your team knows where to focus.

Trusted by Leading Revenue Teams

  • The Web Plant
  • Prescient
  • Yubico
  • InMarket
  • Paylocity
  • Cognaize
  • Kumkuat logoKumkuat

The complete account picture. Built around your business.

Insitio connects what is happening across your accounts to the products and priorities that matter to your business.

  1. Monitor

    Track business changes and custom signals across your accounts.

  2. Connect

    Bring together contacts, agency relationships, retail media, and customer history.

  3. Interpret

    Understand what developments mean for your products and priorities.

  4. Act

    Prepare for meetings, build account plans, and engage with context.

Three dimensions of account intelligence. One connected platform.

ACCOUNT INTELLIGENCE

Know what's changing. Understand what it means.

Monitor business developments and connect what's changing to your products and customers. Prioritize accounts, identify stakeholders, and prepare informed account strategies.

  • Account Monitoring
  • AI-Powered Research
  • Strategic Account Planning
Explore Account Intelligence
Insitio Strategic Insights dashboard showing a McDonald's USA stakeholder profile with why, KPIs, pressure and hypothesis sections
AGENCY INTELLIGENCE

Know who's behind the brands you sell to.

See which agencies work with your target brands, how those relationships connect, and who matters. Explore supporting evidence and relevant contacts.

  • Brand-Agency Mapping
  • Relevant Contacts
  • Relationship Evidence
Explore Agency Intelligence
Insitio Agency Intelligence showing the Publicis Sapient relationship with McDonald's, supporting evidence, agency contacts and public collaborations
RETAIL MEDIA INTELLIGENCEComing Soon

See where brands are showing up across retail media.

Explore observed sponsored placements, advertiser activity, and premium visibility across supported retail environments. Use those observations to inform commercial conversations.

  • Advertiser Portfolio
  • Sponsored Placements
  • Premium Visibility
Explore Retail Media Intelligence
Insitio Advertiser Portfolio (beta) showing observed placements, premium share and trend by brand

Your account intelligence. Inside the AI tools you already use.

Connect Insitio intelligence to compatible AI assistants and your business applications to coordinate account research and commercial workflows.

Account intelligence that leads to real opportunities.

"I brought up that article I found and shared it on my screen, and that led into a whole conversation about their creative and their spend. It ended up turning into a $30,000 program."
Russell Craig
Russell Craig
Sales Director, InMarket
$30,000

Customer program won by an InMarket seller after an Insitio account insight started the conversation.

Customer-reported result. Individual results vary.

"The team basically was like, please don't let this go away."
Nicole Bond
VP of Sales, InMarket

See the complete picture of your accounts.

Book a Demo