Visa – New Payment Flows & B2B Innovation – 13 September 2021

  • Public Equity
  • Financials
  • North America


Former divisional leader at Visa Inc


  • Implications of new payment flows for Visa’s (NYSE: V) business, highlighting potential impact of the network of networks strategy
  • Strategy assessment vs Mastercard (NYSE: MA) and push towards services on top of payment rails
  • Business outlook amid the emergence of open banking, real-time payments, closed networks and more
  • Threat of new networks such as Plaid also leveraging bank relationships


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