M&A - What's Next for Payments?

The first is multi-rail. All of a sudden payments companies are waking up to the fact that you have to become agnostic to how you move money. The second associated with that is this notion of orchestration. And then sticking to three themes I'm going to hop on the M&A bandwagon, particularly because I've also been spending a good amount of time with large corporates who are in the space and not just investors.

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