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    Best Payments Resources To Deepen Your Payments Knowledge

    payments book and resources

    As the payments industry continues to grow, expand, and evolve, payments professionals will need to stay abreast of the changes in order to remain competitive in the industry. With no shortage of payments resources available today - a Google search for “payments resources” returns over 5 billion results - professionals have nearly unlimited information at their fingertips. 

    We’ve curated this list of our favorite resources that will help payments professionals sharpen their skills.

    Books About Payments

    The following books take a look at payment systems, payment methods, and growing trends payments professionals should consider reading to stay sharp on the payments industry.

    The Field Guide to Global Payments

    By Sophia Goldberg

    In The Field Guide to Global Payments, payments industry veteran and entrepreneur Sophia Goldberg offers a smart, comprehensive course on payments, covering the industry's evolution, surveying the current global payments landscape, and looking forward to emerging payment technologies. 

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    Payments Systems in the U.S.: A Guide for the Payments Professional

    By Carol Coye Benson, Scott Loftesness, and Russ Jones

    Payments Systems in the U.S.: A Guide for the Payments Professional authored by Glenbrook Partners, provides a comprehensive look at the various payment systems in the United States. Geared toward payment professionals, the book takes an in-depth look at cards, checks, ACH transfers, wire transfers, cash, and emerging payments as they influence the economy in the US.

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    The Anatomy of the Swipe: Making Money Move

    By Ahmed Siddiqui

    Nearly every consumer has swiped a credit card before, but most have no idea what happens when a card “swipes”. If you’ve ever wondered what happens when you pay with your credit card or debit card then The Anatomy of the Swipe breaks down the details in the most straightforward way, paired with illustrations to explain the complex process better.

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    Embedded Finance: When Payments Become an Experience

    by Scarlett Sieber and Sophie Guibaud

    Embedded Finance: When Payments Become An Experience dives into the world of embedded finance, a rapidly growing trend that transforms how businesses integrate financial services into their offerings. Traditionally, financial services like payments, loans, and money management existed as separate entities from other industries; Embedded finance disrupts this by seamlessly integrating financial tools within non-financial platforms. The book explores the impact of embedded finance, the benefits business and customers alike experience, and what the future embedded payments landscape will look like.

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    The PayTech Book: The Payment Technology Handbook for Investors, Entrepreneurs and FinTech Visionaries

    By various leaders in the global FinTech and payment sectors

    The PayTech Book: The Payment Technology Handbook for Investors, Entrepreneurs and FinTech Visionaries offers a comprehensive guide into payment technology. Geared toward investors, entrepreneurs, and financial service professionals, this book provides a comprehensive look into the global landscape of PayTech, its impact, and real-world examples of startups leveraging it today. It questions the regulatory, compliance, and societal impacts of this rapidly evolving industry.

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    Bank 4.0: Banking Everywhere, Never at a Bank

    By Brett King

    Bank 4.0 explores the future of banking, specifically focusing on the radical transformation already underway due to technological advancements. King claims that traditional, brick-and-mortar banks are facing disruption from the rise of FinTech companies and evolving consumer behavior. This introduces the concept of “Bank 4.0” which leans into real-time operations, frictionless user experience, and personalized services for consumers.

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    Resources, Blogs, and Guides

    Payment Card Industry Security Standards Council (PCI SSC)

    The PCI SSC, the regulatory body of the payment card industry, offers the most comprehensive guides for achieving PCI compliance per the PCI Data Security Standard. The resource library has worksheets, guides, and templates that merchants should consider. 


    One of the top digital publications in the industry, PYMNTS offers one of the most robust resources for payments professionals seeking to gain a deeper understanding of the industry.

    Glenbrook Partners

    Glenbrook is a payments consulting firm with many payments experts on staff who write frequent industry-leading articles and host a podcast about the nuances of payments and PCI compliance. 

    Basis Theory

    The Basis Theory blog library has resources for payments professionals wanting to gain a deeper understanding about high-risk payments, subscription and recurring payments, PCI compliance, and more.

    The resource library is a robust resource for payments professionals who would like to learn more about payments optimization, regulations, or the broader industry. 


    Recurly offers many articles for subscription merchants that would like to level up their payment operations and maximize their payment revenue.

    Butter Payments

    Butter has a library of videos and blog posts that discuss payment strategy, especially as it relates to capturing payment revenue and avoiding failed payments.

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