Stagwell Inc. · NASDAQ:STGW
Stagwell — Investor Presentation (March 2026)
27 slides from Stagwell's investor presentation, March 2026
Slide 1: Turning Performance Marketing into Business Impact
TURNING PERFORMANCE MARKETING INTO BUSINESS IMPACT capital ne “ASSEMBLY
Slide 2: Consumer Banking
CONSUMER BANKING
Slide 3: Delivering HVSAs Requires Precision, Relevance, and Trust
CONSUMER BANKING 3 Delivering HVSAs Requires Precision, Relevance, and Trust Dual product growth demands a precision growth system—and that's what Assembly is uniquely equipped to deliver. Our proven methodology, powered by proprietary insights, identifies the right savers, builds trust early, and p
Slide 4: Our Strategy: A Proven, Repeatable Growth System
CONSUMER BANKING 4 Our Strategy: A Proven, Repeatable Growth System Our strategy is rooted in a singular belief: Incremental HVSA growth doesn’t come from broader reach. It comes from precision, relevance, and trust, with connected measurement that tells the full story. Journey-Led Media Orchestrati
Slide 5: Prioritizing the Right Customers
CONSUMER BANKING 5 Prioritizing the Right Customers SIGNALS This framework defines high-value segments using observed financial behavior and predictive modeling all augmented by data only available through Assembly and Stagwell ID Graph, then applies decision rules to govern premium investment, prod
Slide 6: Unlocking Next-Generation Bidding for Long-Term Gain
CONSUMER BANKING 6 Unlocking Next-Generation Bidding for Long-Term Gain SIGNALS Real-time predictive segmentation allows us to prioritize high-value prospects, optimize CAC by value tier, and bid for long-term revenue. Investment and Communications Strategy ‘In-Algorithm’ Predictive Lifetime Value B
Slide 7: Orchestrating Intent-Driven Journeys Built to Convert
CONSUMER BANKING 7 Orchestrating Intent-Driven Journeys Built to Convert JOURNEYS Beyond segmentation, we use signals to fuel media journeys. We convert real-time intent signals into coordinated investments, prioritizing moments that influence advice and evaluation to lift CTR, close coverage gaps,
Slide 8: How Sonar Works: Turning Intent Into Targetable Advantage
CONSUMER BANKING 8 How Sonar Works: Turning Intent Into Targetable Advantage SIGNALS Our Sonar platform analyzes Capital One’s visibility across AI search, identifies underserved intent spaces, and directs investment toward the sources that shape financial decisions. Sonar is one of many signals we
Slide 9: From Signal to Connection: A Responsive Media Activation
CONSUMER BANKING 9 From Signal to Connection: A Responsive Media Activation JOURNEYS When the retirement question surfaces, our system flags the opportunity. We update messaging using a pre-approved creative library, and deploy it in trusted environments where HVSA prospects are most likely research
Slide 10: Advanced Measurement as a Growth Governance
CONSUMER BANKING 10 Advanced Measurement as a Growth Governance MEASUREMENT Measurement doesn’t sit at the end of the plan—it actively governs how the plan evolves. Our goal is to shift from last-touch to true multi-touch. Behavior insights enrich MMM, which fuels channel level incrementality insigh
Slide 11: A Learning Agenda to Validate Value and Incrementality
CONSUMER BANKING 11 A Learning Agenda to Validate Value and Incrementality MEASUREMENT We built a rigorous learning agenda that focuses on proving what truly drives incremental value—so every insight sharpens our strategy, strengthens HVSA performance, and ensures we scale only what works to convert
Slide 12: A Channel Mix to Capture Growth Without Cannibalization
CONSUMER BANKING 12 A Channel Mix to Capture Growth Without Cannibalization Our Shared Objective: • High-value SMB acquisition (~$150M/12 mo) · SMBs $250K+ · • Paid search, affiliate, social, video, and display • Measurement Stack + Cannibalization Control + Compliance Guardrails Month 1 Month 2 Mon
Slide 13: Our System is Engineered for Precision—And Our Agency is Built to Deliver
CONSUMER BANKING 13 Our System is Engineered for Precision— And Our Agency is Built to Deliver Assembly is structured to deliver relentless improvement, on average achieving >30% Growth for our clients against their core KPIs in the first year. We deliver on our promises and strive to be your indisp
Slide 14: BC&P Banking
14 BC&P BANKING
Slide 15: Winning HV SMBs Requires Smarter Insights and Speed
BC&P BANKING 15 Winning HV SMBs Requires Smarter Insights and Speed Assembly turns smarter signals into faster, first-mover decisions that competitors can’t match— unlocking more high-value card bookings while protecting your premium portfolio from cannibalization. Accelerate Growth and Stay Ahead o
Slide 16: SEARCH+ Illuminates Strategic Opportunities
BC&P BANKING 16 SEARCH+ SEARCH+ Illuminates Strategic Opportunities SMBs are turning to AI for answers. SEARCH+ brings the upstream signals and opportunity gaps into focus so Capital One can shape the LLM landscape rather than react to it. Now is the time to move beyond closing the gap—and start wid
Slide 17: A Proven System Designed to Capture High Value
BC&P BANKING 17 A Proven System Designed to Capture High Value By identifying premium SMBs before competitors, shaping perception early, and scaling only incremental opportunity, our strategy accelerates acquisition while keeping NPSL and rewards paths clean and non-competing. Brand Authority System
Slide 18: Predictive Value Segmentation Built to Outperform
BC&P BANKING 18 Predictive Value Segmentation Built to Outperform ADVANTAGE Built on Capital One’s 1P data, differentiated SMB qualitative insights, and predictive modeling, this framework identifies high-value segments and applies decision rules to drive premium investment, product prioritization,
Slide 19: Establish Upstream Authority With Content and Partners
BC&P BANKING 19 ADVANTAGE + Establish Upstream Authority With Content and Partners AUTHORITY While predictive segmentation pinpoints the SMBs who matter most, SEARCH+ fuels how we show up. SEARCH+ (Assembly’s AI-native discoverability system) uncovers intent signals across publishers, creators, soci
Slide 20: Gain Competitive Edge in Premium News Environments
BC&P BANKING 20 ADVANTAGE + Gain Competitive Edge in Premium News Environments AUTHORITY Aligning with trusted news environments, which the category underleverages, allows Capital One to reach high-value SMBs. Stagwell News Network unlocks this opportunity, providing Capital One with unique inventor
Slide 21: Creative Intelligence That Strengthens Competitive Advantage
BC&P BANKING 21 Creative Intelligence That Strengthens Competitive Advantage ADVANTAGE By combining social listening, AI-powered versioning, and real performance insights, we continuously refine creative so only the strongest, value-driving assets reach high-value SMBs—mapping these signals against
Slide 22: Smart Channel Controls Drive Compound Growth
BC&P BANKING 22 Smart Channel Controls Drive Compound Growth MEASUREMENT This operational spine of our zero-waste system translates macro measurement and real-time in-platform signals into smart channel-level adjustments, typically delivering a 30% cumulative performance lift across channels. +30% L
Slide 23: Connected Measurement That Scales Performance
BC&P BANKING 23 Connected Measurement That Scales Performance MEASUREMENT A modern growth engine requires connected measurement. Our unified approach links brand, customer, and performance signals into one system that guides media decisions with confidence and identifies what will be most profitable
Slide 24: A Learning Agenda Engineered For Incrementality & Precision
BC&P BANKING 24 A Learning Agenda Engineered For Incrementality & Precision MEASUREMENT We've built a structured roadmap to validate channel value, creative effectiveness, and bid-strategy improvements—ensuring every insight fuels smarter, more efficient high-value SMB growth. We’ve prioritized thos
Slide 25: A Media Plan Delivering Value, Not Volume
BC&P BANKING 25 A Media Plan Delivering Value, Not Volume The media plan is a connected mix of premium, authority and efficiency channels designed to capture high-value SMB demand without overlapping or cannibalizing portfolio performance. Its signal led and will be dynamic so we are ready to respon
Slide 26: From Paper to Practice, We're Built for Capital One
26 FROM PAPER TO PRACTICE, FOCUSED ON BECOMING YOUR WE’RE BUILT FOR CAPITAL ONE Small INDISPENSABLE PARTNER Business BC&P Banking CULTURE OF BUILDERS TO Hub & spoke model to mirror FUEL THE BRAVERY FOR INNOVATION Capital One’s Way of Working TAILOR MADE SOLUTIONS BUILT Governance Oversight to ensure
Slide 27: Thank You
THANK YOU capitate +\SSEMBLY