Excellent 7 part series on Digital Payments by @WilliamBlair (Pt 6/7 not out yet). 👏
Reminded me again why I love this space & will for a long time to come.
@TMFJMo @Matt_Cochrane7 @IntrinsicInv @FromValue @saxena_puru @dannyvena @BluegrassCap
1. blog.williamblairfunds.com/daniel-hill/wh…
The many drivers for sustained long-term growth in Digital Payments.
✅A shift away from cash
✅Growth of e-commerce
✅Usage by small and midsize businesses (SMBs)
✅Under-penetration in international markets
✅Government support
Clear illustrations, explanations of the typical (US) transaction and the parties involved.
2. Five Factors Driving Digital Payments Growth ⬇️
blog.williamblairfunds.com/daniel-hill/5-…
3. Disruption and Growth in Digital Payments ⬇️
blog.williamblairfunds.com/daniel-hill/di…
4. Follow the Money in Digital Payments ⬇️
blog.williamblairfunds.com/daniel-hill/fo…
5. More Competition for Merchant Acquirers ⬇️
blog.williamblairfunds.com/daniel-hill/mo…
How Merchant Acquirers add Value
✅Enhanced fraud prevention
✅Increased acceptance rates
✅More sophisticated targeted marketing
✅Improved Omni-channel experiences.
Attractiveness scale of Clients for Merchant Acquirers (for growth).
The #WarOnCash is so real, and still in the early innings.
Disc:
Positions :
Wish/Watch list :
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