Notes on Coursera's "The Future of Payment Technology"
This is my notes on Coursera’s “The Future of Payment Technology” course. During this learning I came across DeFi (decentralized finance) that interests me a lot. I may have a future blog about DeFi.
1. Introduction
Traditional banking’s service includes three major services: Transferring money, Raising money, and Investing money. FinTech innovates every aspect with technology advantage.
i. The Checking System and the Importance of Financial Intermediation
a. Limitations
- Takes a long time to complete transactions
- Theoretically possible to spend the same money more than once
b. Importance of Financial Intermediation
Essentially to allow transactions with untrusted parties with asymmetric information.
- Reversibility of check payment
- Pre-authorization of funds
- Electronic routing & verification
ii. Electronic Fund Transfers Using Automated Clearing House (ACH)
a. What is ACH
b. Advantages
- Information flow in the system evolved from physical to the digital form
- Significantly improved clearing speed
- Lower fraud potentials
2. Digital Wallets
i. Pure Digital Wallets
- Examples: Paypal
- The “real-time” transaction happens within PayPal’s Bank account by rewriting the balance to a different user.
- Business model: free to most; Premium for instant withdraw; charge on credit card
- How to profit:
- use existing payment rails (AHC for example), so low fixed cost
- Easy to scale so low marginal costs
ii. From Pure Wallets to Payment Ecosystem
Address several challenges:
- Product differentiations
- Incentives for users to keep balance within the wallets and not withdrawing right away
- Appeal to offline users
- Add-on services with higher margins
iii. Social-Network-Based Payment Innovations
Examples: Venmo (payment as a mean of social communications); WeChat: from social network to payment platform
3. Credit Card Innovations
i. Origin, key stakeholder and business models of the credit card network`
a. Origin
- Bank extends a revolving line of credit to customers
- Within the line of credit, the bank guarantees real-time availability for funds to merchants, while bills customers later and bears all default risks
- Charge merchants for these costs
b. Key stakeholder
- Card-issuing bank
- Cardholder
- Service Provider
- Merchant bank
- Card acceptor
c. Business Models
- Card networks (e.g., Visa)
- set overall processing fees, but do not get the biggest share.
- have a high fixed cost and low marginal cost
- Competitors: issuer-run networks
- Issuers
- Get most of the fees, but bear the risks
- Acquirers provide fund settlement services and maintain merchant accounts
- Processors provide hardware to process payment requests
d. Advantages and Inefficiencies
- Advantages
- Efficient and near-instant transaction clearance
- Value-added services for consumers
- Drawbacks
- Security issues
- Limited customer base
ii. Innovations that make credit card transactions more secure
- EMV (chip cards) helps reducing card skimming and duplication (capture static accounts physically at the points of sale)
- Tokenization helps merchants to encrypt data for stored card information
- Mobile-based security helps guard end-users directly
Apple Pay as an example: card number only stores at the high-secured bankside
iii. Innovations that expand credit cards’ customer base
a. Offline payment gateway
- Small business prefer convenience & low cost over fancy tech, so use existing devices like POS terminals
- Examples: Square, an independent payment processor that facilitates card acceptance
b. Online payment gateway
- Small business can not afford a dedicated IT team for card network connections, so provide plug-in software connections
- Examples: Square, an independent payment processor that facilitates card acceptance by online merchants
Payment Technology in Emerging Markets
Take M-PESA as an examples
Reference