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Payments 2021:
The Year in Review
Talk About Payments Webinar
Retail Payments Risk Forum
December 16, 2021

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Logistics
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2

Retail
Payments
Risk
Forum
Click to
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title
style Presenters
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Nancy Donahue

Claire Greene

Dave Lott

Jessica Washington
3

Click
to Question
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Polling
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What is your role in the payments industry?
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•
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Consultant
Financial services
Government/law enforcement
Merchant
Payments geek
Technology provider
Other
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Click to edit Master title stylePayments 2021 in Review
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Impact of COVID-19
Data Security
Fintech Issues
eCommerce Trends
Payments Inclusion
Digital Currency
2022 Payments
Outlook
• Your Questions
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The views expressed in this presentation are those of the
speakers and do not necessarily represent the views of the
Federal Reserve Bank of Atlanta or of the Federal Reserve
System.
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Consumer
Behavior
Click to editPayments
Master title
style 2019–20
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Shares of purchases by US consumers
REMOTE PURCHASES CLIMBED
Higher income groups’ online purchasing surged.

ONLINE
3% 10%

IN PERSON
Cash 30%

CARD SHARE OF PURCHASES GREW
Most of the card increase is due to the increase in remote
purchases. At-home workers used cards most.
USE OF CASH IN PERSON DECLINED
Fewer consumers used cash even once: 78.4% to 69.2%
from 2019 to 2020.
NOT-PAPER P2P INCREASED
Middle-aged groups—35 to 55—increased shares of notpaper more than did younger groups.

2018
Card 53%

Other 4%

2019
3% 10%

29%

55%

3%

2020
3% 13%

25%

56%

3%

Source: Survey of Consumer Payment Choice

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Consumer
Click to editTrends
MasterAccelerated
title style
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Shares of US Consumers Adopting
Online banking

79%
75%

Technology adoption trended up
for at least the past 5 years.

66%

71%

Online purchase

64%
59%

Mobile banking

54%

Changes from 2019 to 2020 were
pronounced.

46%
45%

38%

Mobile pay
25%

2015

2016

2017

2018

2019

2020
Source: Survey of Consumer Payment Choice

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Click to edit
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style
Ransomware
Remains
Predominant
Cybersecurity Threat
Secondary Title
Ransomware Trend by Month

Copyright © 2021 BlackFog, Inc. Key statistics compiled and collected by BlackFog from various sources including BlackFog Enterprise. May only be used with
attribution link to blackfog.com

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Use
of to
Crypto
in Fraud
and
Cyberattacks Persists
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Fintech
Issues
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Payment companies up 80%
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31 new unicorns
Big tech shift to lending

US fintech bank investments
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Capital markets
Wealth & asset management
Blockchain/crypto
Alternative lending

Fintech options
•
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M&A
IPO or SPAC
Charters
Partnerships
Banking-as-a-service
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Open
Banking
in thetitle
United
States
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• Record levels of capital pouring in

• Already in 2021, investment dollars have
surpassed last year’s record, rising to
$2.2B across just 21 deals.

• Increased buy-in by major financial
institutions
• Global regulatory change
• Flourishing partnerships
• Varying definitions and use cases

I own my
data
Regulatory
framework
not ready yet
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eCommerce
Growthtitle style
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eCommerce Sales as Percentage of Retail Sales and Y-O-Y Growth

• eCommerce’s share of
overall retail sales
flattens as in-person
shopping returns.

50.0%

44.5%

45.0%

39.1%

36.7%

40.0%

32.1%

35.0%
30.0%
25.0%

• Thanksgiving weekend
online sales in 2021
were strong but slightly
lagged 2020.

20.0%

17.3%

16.6%

15.0%
10.0%
5.0%
0.0%

11.2%

11.3%

14.8%
11.8%

8.9%
16.1%

14.3%

14.0%

13.6%

13.3%

13.0%
6.6%

3Q 2019 4Q 2019 1Q 2020 2Q 2020 3Q 2020 4Q 2020 1Q 2021 2Q 2021 3Q 2021

Share of Total Retail Sales
Source: U.S. Department of Commerce

Change from Same Quarter Previous Year

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Peer–to–Peer
(P2P)title
Payments
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eP2P Share

• Overall, peer-to-peer (person-to-person)
payments continue to be dominated by
paper-based transfers.
• Currency, check, money order
• In 2020, 7 out of 10 P2P payments were
made with paper-based payment
methods.
• Electronic P2P share is growing.

29%
24%

12%

2016

27%

13%

2017

2018

2019

2020

Source: 2020 Diary of Consumer Payment Choice.

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eP2P
Apps
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• Market is dominated by PayPal/Venmo and Zelle.

Company
Zelle
Venmo

Q3 2021
Transaction $
$127 Bn

Y-O-Y
Growth
51%

$60 Bn

36%

• Many eP2P companies are active in acquiring global buy now, pay later
(BNPL) capabilities.

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eP2P
Issues
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• Criminals prefer eP2P payments due to their clearing speed and finality.
• Irrevocability of eP2P transactions has created customer experience
issues.
• Consumer advocates encouraging Consumer Finance Protection Bureau
(CFPB) to provide great protection when consumers are scammed.
• Contingent Reimbursement Model (CRM) Code adopted in UK in 2020
coming to the U.S.?
• Provides for consumer reimbursement if a customer suffers a loss
“through no fault of their own.”

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Buy
Pay
Later title
(BNPL)
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ClickNow,
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• According to a Motley Fool 2021 survey, 55.8% of 2,000 adult
respondents had used a BNPL program as of March 2021.
• Usage grew from 37.7% in July 2020

Used BNPL Service
(7/2020)

Used BNPL Service (3/2021)

% Growth

18 - 24

37.7%

61.2%

62%

25 - 34

46.8%

60.1%

28%

35 - 44

50.1%

60.6%

21%

45 - 54

42.2%

53.1%

26%

55+

20.6%

40.9%

98%

Age Range

Source: Ascent Services
(Motley Fool)

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BNPL
Issues
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• Heightened legislative/regulatory attention
• CFPB’s positions on the applicability of various consumer “credit”
protections are evolving
• Concern about late fees
• Motley Fool (Ascent) survey reported 31% had incurred a late fee.
• Late fees range from $0 to $38 depending on vendor and program.
• Concern about credit agency reporting as well as handling of returned
merchandise

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Remote
Payments
Trends
Click to edit
MasterFraud
title style
Secondary Title

• Payment fraud in the remote channel continues to outpace overall
remote transaction growth.
• Merchants continue to try to balance customer experience with fraud
prevention/detection tools.
• Primary eP2P fraud continues to result from account takeovers.
• EMV 3DS shifts liability to issuer for online transactions.
• Antifraud technology provider Ravelin claims that 68 percent of transactions in
the US now use 3DS2 with a 99 percent authentication success rate.

•

Frequent customer education is key.
• Challenges due to customers often going through third-parties

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Payments Inclusion

There is no single path to financial inclusion,
which opens several areas for exploration.

Ensure payment systems
remain open for everyone
Cash is still a viable
payment option.

Everyone has fair and equitable
access to payment options
Bridge the gaps, understand
benefits offered by digital
payments.

Everyone can use payment
options fairly and equitably
Design and research inclusively,
understand barriers to adoption.

Economic resilience
and mobility
Through financial inclusion and an
economy that includes everyone, we
can promote economic resilience and
mobility.

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Faster
Click toPayments
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Electronic payment services that
provide funds to the payee within
seconds or up to a few hours of
initiation by the payer, including:
• Instant payment services
• Same-day ACH
• Push-to-card
• Digital wallet apps

9 in 10 businesses expect to be able to initiate
and receive faster payments by 2023; many are
ready to do so now.
MARKET READINESS BRIEF: Businesses look to the future with faster
payments (fedpaymentsimprovement.org)

60% of consumers think “real-time payments”
are not truly instantaneous.
44% of consumers believe nonbank apps provide
instant access to funds through their bank
accounts.
Real-Time Payments: An Urgent Priority for Financial institutions
November 30, 2021; Fiserv and Javelin

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Click to edit Master title style
Looking ahead to
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“We are prone to overestimate how
much we understand about the
world
andipsum
to underestimate
the
Lorem
dolor sit amet,
role of chance in events.“
consectetur adipiscing elit.
Quisque sodales eu arcu vel
Kahneman
vehicula. ProinDaniel
vestibulum
purus
mattis enim maximus sagittis.
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dictum.
“Distinguishing the signal from the
noise requires both scientific
knowledge and self-knowledge: the
serenity to accept the things we
cannot predict, the courage to
predict the things we can, and the
wisdom to know the difference.”
Nate Silver

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QUESTION TIME

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Connect with us @Atlanta Fed
Nancy Donahue
Claire Greene
Dave Lott
Jessica Washington

22

Click to edit Master title style
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Resources

Blogging every Monday at Take on Payments
Consumer Surveys
Federal Reserve Payments Study
Payments Inclusion
Community Bank Access to Innovation through Partnerships
Conducting Due Diligence on Financial Technology Companies: A
Guide for Community Banks
• Retail Payments Risk Forum
•
•
•
•
•
•

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