The Future and Exchanging Value by nicholas gruen - HTML preview

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38

Nevertheless, a survey of the app’s users found that

Most airlines have moved their purchasing of engine

the ability to skip the queue wasn’t its most attractive operating hours to TotalCare® or a similar model, where feature. Instead, it was the elimination of the need to a flat cost per hour provides them with the engine,

pay at the point of sale, with customers ranking

services, monitoring, spare parts and a guarantee of on-payment convenience as either the biggest benefit or

time performance, with Rolls-Royce managing the risk

equal to the benefit of skipping the queue. Some

just as much as the revenue opportunity. This shift from customers see queuing and waiting for their coffee as

selling jet engines to hot air from the back of planes was a social occasion rather than a burden and take the

a significant factor in creating a low-cost airline industry opportunity to chat with other regulars or the staff.

by shifting the large capital expense of jet engines (often The payment, however, is seen as an unnecessary

about US$50 million) and the complexity of managing

burden. This may tie into a deeply held bias in many

the engines and their maintenance from the consumer to cultures that handling money is somewhat dirty.

provider.

Historical examples include the Christian Church’s

probation against charging interest in the Middle

The same trend is occurring in consumer products,

Ages, or the Qur an forbidding Muslims to charge

with a shift to consumers paying for what they use

interest on a loan, through to the modern usage of

rather than needing to own a product. Music streaming

the phrase ‘filthy rich’ to mean very rich, possibly

services such as Pandora37 and Spotify38 allow

having become so by unfair means, which originated

consumers to create personalised radio stations that

in the 1920s in the United States.

can stream the world’s music directly to their devices for a monthly fee. Flexicar39, ZipCar40, and GoGet41

Disconnecting payment from product Many of

provide cars by the hour so their customers don’t need the emerging ‘digitally native’ services are taking

to own a second car (or, in some cases, a first car) that this trend a step further and explicitly

is rarely used. Instead, they get access to cars parked disconnecting the payment from the provision of

at convenient locations around them, with their account the product or service.

settled automatically at the end of the month.

Products are increasingly transforming into value

A new generation of digital services is – as a design

-added services – servitisation. This has the effect of choice – moving the transaction to the edge of the

shifting payments from a transaction at the point of

relationship between merchant and customer. As with

sale to an ongoing subscription. TotalCare®, Rolls-

Skip, mentioned before, consumers prefer not to deal

Royce’s ‘power by the hour’ service for jet engines

with payment at the point of purchase. Uber builds on

mentioned earlier, is seen as the first and best

this insight by moving the payment beyond the flow of

example of this trend. Jet engines used to be sold at

service delivery to provide a better customer

competitive prices with margins made from the spare

experience. The app enables customers to order a car,

parts business. TotalCare®, first conceived in the

track the car as it arrives, hop out at their destination, 1960s but formalised in the mid-1980s, shifted the

then rate the driver. The only visual acknowledgement

relationship with the customer from products and

of the payment is the fare quoted when the car is

spare parts to a long-term contract (often spanning

ordered. The trip is bil ed to the customer’s credit card multiple decades) to keep the engines running.

automatically at the end of the trip.

The Future of Exchanging Value Cryptocurrencies and the trust economy 39

The end of cash

Finally, products are being transformed into value

Predictions about the end of physical cash typically

-added services – servitisation – converting a

assume it will be replaced by something new, a

payment for products or services into an account

functionally equivalent technology that is more

settled at the end of the month.

convenient, cheaper and easier to use. This may be

NFC and the existing payments networks or it may be

The shared value created between a merchant and

something more radical, such as Bitcoin or another

customer is increasing being captured in a shared

stateless cryptocurrency. The shift to electronic

account, either a stored value card or loyalty scheme, payments has been a significant driver in the decline

that is settled periodically. The merchant and consumer of cash. New digital technology is replacing the old

use this shared account to build trust. If the customer physical technology, enabling us to buy online from

needs to commit funds to the account before transacting, far-flung merchants. The assumption is that while

the customer must trust the merchant.

cash may disappear, the manner in which we pay will

If the merchant allows the customer to go into

remain largely the same, with customers and

credit before reconciling, the merchant must

merchants exchanging value at the point of sale.

trust the customer.

It may be wise, however, to think of this as a shift

We assume that digitisation implies swapping physical

from the merchant’s PoS system to the customer’s

tools – cash and cheques stored in a leather wallet or smartphone. Payments are not just moving online,

purse – for digital tools such as credentials stored in they’re going mobile, and increasingly the PoS is

an e-wallet on a smartphone. The new technology

accessed via the smartphone. While most ‘card not

replacing the old. Digital technology, however,

present’ transactions are from an online store, a

enables us to do more than remove pain points and

growing proportion may be customers using mobile

streamline existing practices.

devices to buy products while standing in physical

stores. These may be purchases from the store, such

Hard currency’s utility rests on its ability to streamline as using the Apple Store app on a smartphone to buy

transactions between two parties who have little

goods within an Apple Store or the purchase may be

knowledge of, or trust in, each other. Today this trust can from a competitor, with the customer using a third-be built with the wealth of communication tools and data party app (such as the one provided by Amazon),

that the Internet and smartphones provide, enabling some with the physical store being little more than a

of the more prominent loyalty schemes (particularly those showroom. Moving the point of sale from the

managed by airlines) to take on similar functions to the merchant’s premises to the customer’s smartphone

leather money tokens issued by some shops, mentioned

eliminates the need for cash.

earlier. These shared accounts, in effect, are denominated by complementary currencies that can expose the firms

Digital technology is also enabling the payment to be

that create them to all the benefits and risks of managing a moved in time. Starbucks Rewards brings the

currency.

payment forward, creating a sunk-cost to foster

consumer loyalty. Skip, on the other hand, allows the

While digital transactions are replacing physical

payments to be pushed into the future, removing one

transactions, the bigger threat to cash in the

decision (“How wil I pay?”) from the buying process.

longer term may be use of shared accounts –

Clearance occurs when the customer orders via the

complementary currencies – to reduce the need

Skip app. In both cases, the merchant can aggregate

for traditional payments.

transactions to reduce interchange fees, or even

avoid them entirely by using a direct bank-to-bank

transfer to route settlement through conventional

debit mechanisms or via an alternative low-cost

service such as CurrentC™. Payments are moving in

time away from the point of sale.