The Future and Exchanging Value by nicholas gruen - HTML preview

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Apple Pay’s usability advantage is not as dramatic in

names and email, the Internet’s killer app, were built this Australia as it is in the US and the tighter regulatory way. So was HTTP, the technology that underpins the

environment weakens the commercial proposition.

world wide web, as well as BitTorrent, which is used for However, it clearly demonstrates that new ideas,

peer-to-peer file transfers. However, since HTTP was

approaches and technology can eliminate the friction

developed, the creation of new platform applications has in the traditional payment process. The questions we

become rarer. Most modern solutions simply use (and

should ask are: Have we entered an era of

abuse) HTTP rather than creating a new application-level diminishing returns, and does the future of payments

protocol. The wealth of innovative

rest somewhere other than shaving another second

IP network applications anticipated by the telcos –

or two off the existing process in an attempt to make

platform-level applications that could be

it as frictionless as possible?

managed, measured and metered by the platform

operator – never appeared. Instead, the telcos

We must ask similar questions of APCA’s New Payments

have voice, the traditional IP applications such as

Platform. While the short-term benefits of providing cheap email and a lot of web traffic. The expected

and effective low-value transactions are clear, the longer-bonanza from approving and metering high-value

term strategy of creating a platform that enables new

IP platform applications never arrived.

payments ‘applications’ is an approach that has a less than impressive track record.

The same story is likely to emerge from the New

Payments Platform. After the initial low-value, real-time Telcos adopted a similar approach when they

payment application – a push payment, where the sender shifted to Internet protocol (IP) networks – moving

pushes the payment to the receiver – some of the effort from proprietary technologies to the ‘open’ technologies behind the upwelling of FinTech start-ups can be

used by the Internet. The thought was that voice was

expected to result in a simple but effective solution to simply one application that would run over the new IP

support pull payments in which the receiver pulls the

networks and that the future would be filled with a

payment from the sender. Other types of payments may

wealth of innovative new applications that would sit

be built into the basic push and pull payments system.

beside voice and use the platform’s capabilities in

Examples include ‘mutual’ (or ‘third-party’) transactions new and interesting ways that we couldn’t predict.

in which the payment is pushed to a third party by the This is similar to how the Internet developed, with the sender before being pulled from the third party by the networking technology split into layers. The lowest

receiver – or ‘deported’ or ‘complex’ transactions that layers define the platform and the higher layers take the blend the other three types of payments to create more raw functionality provided by the platform and

sophisticated services such as those provided by PayPal.

repackage it to create useful applications. The core

services the network needs, such as managing domain

The Future of Exchanging Value Cryptocurrencies and the trust economy 31

The telcos’ IP networks now support a special-purpose

The convenience of being able to pay via a tap or a wave voice service and a general-purpose data service, with is clear, but the wisdom of having the service provided by most of the innovation at the edge of their networks, not in an intermediary is being questioned. At the small end of the core platform. The innovators have found it easier to town, restaurants, pubs and clubs are encouraging

work with established platform services and innovate at customers to pay in cash or by debit card to avoid paying the edges where they have the freedom to do what they

interchange fees. They do this by either providing a

thought necessary, rather than attempting to design,

discount for cash, or by some other means, such as

implement and seek approval for a new platform-level

entering cash-paying customers in a monthly prize draw.

application controlled and metered by the platform

At the other end of town, larger retailers are funding the provider. Can we expect payments to go the same way,

development of alternative payments solutions. The

with retailers and consumer applications innovating, and industry solution with the highest profile is CurrentC™34

the New Payments Platform simply used as a cheap and

being developed by US-based industry group Merchant

efficient transport?

Customer Exchange (MXC), led by Walmart. CurrentC™

provides consumers with a smartphone-hosted mobile

While the finance sector has been investing heavily in wallet that can interact with merchant terminals to enable upgrading the established payments infrastructure,

direct bank-to-bank transactions and cut out payments

many users are starting to question its value.

intermediaries.

Many, if not all, firms are finding that the pressure on their margins is rising. Consumers are using their

Financial institutions should be worried about new

smartphones and ubiquitous access to the internet to

payments paths that remove them from the process, as

find either the cheapest or the best (and cheapest)

most of their interactions with customers are based on items from a global pool of merchants. The same

customers’ need to pay for products and services.

consumers are using their smartphones to browse

reviews and recommendations and share their

experiences. The balance of power is firmly in the

hands of consumers and they are using it to push

prices down. Coupled with the shift from physical to

virtual (digital) payments, merchants are finding that the transaction fees charged by the major processing

networks are becoming a significant expense.