B2B Payments – Sector Update & Competitive Dynamics

  • Public Equity
  • Financials
  • North America


Former VP at American Express Co


  • Operating environment for B2B payments, highlighting digitisation trends and various revenue opportunities
  • Sub-segment analysis and vertical-specific use cases
  • Competitive positioning of major card networks – Visa (NYSE: V), Mastercard (NYSE: MA) and newer entrants
  • 3-5-year sector growth outlook with sensitivity analysis around the impacts of a recessionary environment


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