Financial Inclusion and Digital Payments

Digital Payment Ecosystem: Characteristics andinfrastructures. Just as landline users can choose
Recommendationsbetween different long distance providers, so too must
A good digital payment ecosystem is one that enablesregulation ensure that various financial service
financial inclusion, an ecosystem that allows all citizensproviders can access the user.
to participate in the growth and developmentLarge and small: The digital transaction eco system
trajectory of the economy.should involve, and not keep out, small firms.
The key stakeholders in the digital payment scenarioLarge firms should not derive undue advantage from
are numerous – internet service providers,regulatory prescriptions. This is important for many
payment system operators, technology providers,reasons. Take for example Micro-finance initiatives and
mobile network operators, banks and retailers form thehow they can leverage the intra-communities ties for
actual players in the market. The digital transactionlowering cost of credit. Whether we have MFIs or
system allows banks to increase their customer basebank correspondents, or private money-lenders, or
with lower costs and risks. According to Booz AllenNGOs, or other entities operating in small distinct
estimates, banks can reduce cash logistics by 10%communities, such entities need not be debarred from
through use of cashless payment transactions.providing their services to their users through digital
Telecom and internet service providers gain bymeans.
increasing customer retention, higher revenues throughThough certain prudential norms would be essential,
value added services etc. Retailers and servicethey should not follow a one size fits all approach and,
providers benefit through fast access to a larger basedepending upon scale and scope of their operations,
of customers, better payment collections etc. There istheir regulatory requirements also need to be
a synergy between the digital world and the financialappropriately structured.
world that needs to be exploited successfully to give2. Ensure low cost access for the masses that is
the final benefit to the consumer. However, at theintegrated with the economy.
same time the government and regulators of banking,Know Your Customer Norms: If digital transactions are
telecommunications, payment systems, competitionto be truly transformational, it is important to bring
issues, anti-money laundering, all form the environmentunbanked customers into the fold of payment
in which the digital payments business model functions.systems. KYC regulations put in to ensure financial
Given that the business of digital transactions is newintegrity can hamper the growth of this market and
and unfamiliar, governments and regulators tend to behence affect the aim of financial inclusion.
cautious about allowing innovations that may disruptAccording to RBI guidelines, mobile payment services
financial stability of the economy. As has beento be offered by banks are not only restricted only to
emphasized in the previous sections of this paper,their customers, but also to those customers who are
while on one hand financial inclusion is the statedKYC/AML compliant. Since subscription to a mobile
objective of governments, and new technology hasphone also involves identity checks, this is a duplication
been widely accepted as a tool for financial inclusion,of effort and can given rise to inconsistencies in norms.
regulatory and supervisory concerns have inhibited theStandardizing the system of compliance across digital
development of digital payments in many countries,and financial worlds will also help sharing of data and
including India. For a new product market to develop, itinformation. These may seem as small glitches now,
is important that the enabling environment be onebut can appear as roadblocks later on retarding the
which blends legal and regulatory openness andgoal of integrating the latest digital technology with
certainty – openness will allow innovation tofinancial services. Discussion on evolving systems is
flourish while certainty will give confidence toimportant to keep abreast of technological and market
entrepreneurs to make investments. Thus the marketsdevelopments.
which develop fastest are those which are inIntegration: Facilitate a variety of services that are
environments that are moving towards greatereasy to integrate with all sectors of the economy.
openness and greater certainty. The most crucial issueIn the digital transaction market, there is a significant
here is to ensure that the market remains open andcoordination problem that arises due to the overlapping
competitive for entrepreneurs to take up new businessrole of multiple regulators of banking, telecom and
models. The key characteristics have been mentionedpayment system supervisors, competition and
and discussed at various points in the precedingagencies involved in monitoring activities of money
sections. These are:laundering and fraud. The problem is compounded
1. Ensure entry by ensuring a high degree ofbecause of the dynamic nature of the industry and
inclusiveness in types of service providers, ensuring acontinuously evolving technology. This means that the
level playing field, and also ensure that both large andregulators have to be flexible, be quick on the uptake
small players can enter the industry.to change when needed and deliver appropriate
Inclusiveness: Both banking and non-banking entitiesregulatory orders in a coordinated and consistent
should be encouraged to enter the industry.fashion.
The basic concerns of regulators in the financial3. Ensure that the system can serve heterogeneous
sphere revolve around (i) maintaining financial stability, (ii)requirements
raising economic efficiency, (iii) increasing access toInherent flexibility: A one size fit all approach that is
financial services, (iv) ensuring financial integrity, and (v)currently the practice in banking regulation needs to
ensuring consumer protection, and (vi) ensure rapidchange to become more flexible and adapt to the
accessibility of such services for the masses withdifferent needs of the consumers at the bottom of the
heterogeneous requirements.pyramid, who are a highly heterogeneous group. The
Given the focus of financial regulators to ensureterms ‘masses’ and
financial stability, it is but natural for them to have a‘under-privileged’ are a highly
bank focus. But, disruption to financial stability dealsheterogeneous segment. They include self-employed
with systemically important payment systems, and notand unemployed, cultivators and land-less laborers,
retail payment systems, especially of micro-magnitude.literate and illiterate, nuclear households and joint
This distinctiveness of retail and micro-amounts shouldfamilies, indeed the range is large. And so are the
be well understood to avoid stifling innovation that hasrequirements.
the potential to help the masses of the country.Conclusion: Financial inclusion is recognized as a goal
Consequently there is no need to limit this industry onlyby all policy makers as the economic growth and
to the banks.development story will remain incomplete without
According to the Bank of International Settlements, oneparticipation by the poorest of the poor. Evolving
of the main objectives of payment regulation is totechnology has changed the landscape of the financial
address those legal and regulatory barriers to marketworld as digital payments bring with them significant
development and innovation. It is for the RBI and otherefficiencies. Further, with the fast adoption of mobile
regulators to work towards this end, so that thephones and spread of the networks, costs of making
potential of technology can be exploited to the full intransactions have been significantly reduced.
meeting the goal of financial inclusion.Experiences in other countries and modern technology
Level playing field: The close links between theshows that the future lies in involving non-bank
network service providers and the consumer shouldinstitutions as intermediaries. While vigilance is justified
not provide inordinate advantages to those companieswhen confronted with new, unfamiliar systems, stifling
at the cost of other players. For instance, currently theinnovations and market developments through
mobile phone is considered the most potent tool ofextreme caution will only retard the growth trajectory
financial inclusion. However the mobile industry isof the economy. The policy makers should therefore
characterized by only a handful of operators both inwork towards providing an environment where all
India and abroad. Given the close links between thestakeholders can perform the functions they do best.
consumer and the mobile service provider and theAn added problem in the digital payment space is that
tie-in of the consumer to the service provider, athe overlapping roles of multiple regulators leads to
monopolistic digital transaction industry would be a likelycoordination failure and this should be well understood
outcome if a level playing field is not created.by all policy makers. The need of the hour therefore is
A digital-payment platform set up by the serviceto work with clarity and consistency and speed up the
provider should be open to other account holdersprocess of moving towards greater openness and
within a specific agreed time period, and new entrantsgreater certainty in the digital payment sphere.
should be allowed to use existing payment