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As you mentioned,

Existing customer base (from Payments), Alternate Data (for UW and pricing), High engagement (more facetime for X-sell) all helps Payment FinTechs do Lending.

Some challenges (from personal experience):

1. Ensure the experience is truly digital and instant (not just pass on to traditional lenders);

2. Have patience and respect for Credit Risk (difficult for aggressive Product + Marketing + Tech startups to gulp)

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Thank you for the note. I empathize with both the challenges now. Credit helps you stay humble when you are surrounded by the craze for high growth.

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