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dc.titleWhen Interoperability Increases Market Power: Evidence from Peru's Instant Payment Systems
dc.contributor.authorBurga, Carlos
dc.contributor.authorCespedes, Jacelly
dc.contributor.authorParra, Carlos R
dc.contributor.authorCerón, Marcos
dc.contributor.authorQuispe, Isaí
dc.contributor.orgunitDepartment of Research and Chief Economist
dc.coveragePeru
dc.date.available2025-12-15T00:12:00
dc.date.issue2025-12-15T00:12:00
dc.description.abstractInstant payment systems have rapidly gained global traction by enhancing transaction efficiency, yet evidence remains limited on how their designparticularly interoperabilityshapes market structure. We exploit Perus 2023 interoperability mandate as a quasi-natural experiment using a difference-in-differences design. Mandated interoperability increased deposit market concentration by approximately 2%. Incumbent banks linked to the dominant digital wallet expanded their deposit market share by nearly 10% and reduced deposit interest rates by 5080 basis points. We also observe more branch closures in high-adoption areas and declining microcredit. A model explains these results through an “amenity shock,” boosting digital wallet convenience for all adopters. Due to network externalities, the largest incumbent wallet captures a disproportionate share of new users in dual-platform markets an “amenity effect” that ultimately increases concentration. By contrast, in single-platform regions, interoperability lowers barriers for new providers an “entry effect” that spurs competition and erodes incumbent dominance. Our results show that this amenity effect in dual-platform cities outweighs the entry effect elsewhere. Overall, our findings show competitive effects of interoperability mandates critically depend on initial market structure and distribution of platform market shares.
dc.format.extent33
dc.identifier.doihttp://dx.doi.org/10.18235/0013871
dc.identifier.urlhttps://publications.iadb.org/publications/english/document/When-Interoperability-Increases-Market-Power---Evidence-from-Peru-s-Instant-Payment-Systems.pdf
dc.language.isoen
dc.publisherInter-American Development Bank
dc.subjectFintech
dc.subjectInteroperability
dc.subjectDigital Technology
dc.subjectCompetitiveness
dc.subjectDigital Payment
dc.subjectPayment System
dc.subjectRating
dc.subjectFinancial Inclusion
dc.subject.jelcodeE42 - Monetary Systems • Standards • Regimes • Government and the Monetary System • Payment Systems
dc.subject.jelcodeJ31 - Wage Level and Structure • Wage Differentials
dc.subject.jelcodeO33 - Technological Change: Choices and Consequences • Diffusion Processes
dc.typeWorking Papers
idb.identifier.pubnumberIDB-WP-01767
idb.operationRG-K1198
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