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FiscalNote Unveils PolicyNote: The Future of AI-Powered Policy Solutions

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FiscalNote (NYSE: NOTE) has launched PolicyNote, an AI-powered policy management solution designed to help organizations navigate legislative and regulatory developments more effectively. The platform combines FiscalNote's proprietary AI technology, data, and expert-led policy analysis to streamline policy tracking, summarizing, and briefing processes.

PolicyNote's key features include comprehensive U.S. federal and state data sets, AI-powered policy summaries, customizable dashboards, stakeholder database management, and detailed reporting tools. The platform enables users to generate policy briefings in minutes, analyze trends, set custom alerts, and collaborate across teams.

Early customer feedback has been positive, with Encore Renewable Energy reporting significant business impact through PolicyNote's ability to identify important legislative matters. The launch represents a strategic milestone in FiscalNote's product-led strategy, aimed at enhancing customer engagement, retention, and long-term growth.

FiscalNote (NYSE: NOTE) ha lanciato PolicyNote, una soluzione di gestione delle politiche alimentata da intelligenza artificiale, progettata per aiutare le organizzazioni a gestire in modo più efficace gli sviluppi legislativi e normativi. La piattaforma combina la tecnologia AI proprietaria di FiscalNote, i dati e l'analisi delle politiche guidata da esperti per semplificare il tracciamento, il riassunto e i processi di briefing delle politiche.

Le caratteristiche principali di PolicyNote includono set di dati completi a livello federale e statale negli Stati Uniti, riassunti delle politiche alimentati da AI, dashboard personalizzabili, gestione del database degli stakeholder e strumenti di reporting dettagliati. La piattaforma consente agli utenti di generare briefing politici in pochi minuti, analizzare tendenze, impostare avvisi personalizzati e collaborare tra i team.

Il feedback iniziale dei clienti è stato positivo, con Encore Renewable Energy che riporta un impatto commerciale significativo grazie alla capacità di PolicyNote di identificare questioni legislative importanti. Il lancio rappresenta una pietra miliare strategica nella strategia orientata al prodotto di FiscalNote, mirata a migliorare il coinvolgimento dei clienti, la fidelizzazione e la crescita a lungo termine.

FiscalNote (NYSE: NOTE) ha lanzado PolicyNote, una solución de gestión de políticas impulsada por inteligencia artificial, diseñada para ayudar a las organizaciones a navegar de manera más efectiva por los desarrollos legislativos y regulatorios. La plataforma combina la tecnología de IA propietaria de FiscalNote, datos y análisis de políticas liderados por expertos para optimizar el seguimiento, resumen y proceso de informes de políticas.

Las características clave de PolicyNote incluyen conjuntos de datos completos a nivel federal y estatal en EE. UU., resúmenes de políticas impulsados por IA, tableros de control personalizables, gestión de base de datos de interesados y herramientas de informes detalladas. La plataforma permite a los usuarios generar informes de políticas en minutos, analizar tendencias, establecer alertas personalizadas y colaborar entre equipos.

Los comentarios iniciales de los clientes han sido positivos, y Encore Renewable Energy ha informado de un impacto empresarial significativo gracias a la capacidad de PolicyNote para identificar cuestiones legislativas importantes. El lanzamiento representa un hito estratégico en la estrategia de productos de FiscalNote, dirigida a mejorar la participación del cliente, la retención y el crecimiento a largo plazo.

FiscalNote (NYSE: NOTE)PolicyNote를 출시했습니다. 이는 조직이 입법 및 규제 개발을 보다 효과적으로 탐색할 수 있도록 설계된 인공지능 기반 정책 관리 솔루션입니다. 이 플랫폼은 FiscalNote의 독자적인 AI 기술, 데이터 및 전문가 주도의 정책 분석을 결합하여 정책 추적, 요약 및 브리핑 프로세스를 간소화합니다.

PolicyNote의 주요 기능에는 미국 연방 및 주 데이터 세트, AI 기반 정책 요약, 맞춤형 대시보드, 이해관계자 데이터베이스 관리 및 상세 보고 도구가 포함됩니다. 이 플랫폼은 사용자가 몇 분 만에 정책 브리핑을 생성하고, 추세를 분석하며, 맞춤 알림을 설정하고, 팀 간 협업을 가능하게 합니다.

초기 고객 피드백은 긍정적이며, Encore Renewable Energy는 PolicyNote의 중요 입법 문제 식별 능력 덕분에 상당한 비즈니스 영향을 보고했습니다. 이번 출시는 고객 참여, 유지 및 장기 성장을 향상시키기 위한 FiscalNote의 제품 중심 전략에서 전략적 이정표를 나타냅니다.

FiscalNote (NYSE: NOTE) a lancé PolicyNote, une solution de gestion des politiques alimentée par l'intelligence artificielle, conçue pour aider les organisations à naviguer plus efficacement dans les développements législatifs et réglementaires. La plateforme combine la technologie AI propriétaire de FiscalNote, des données et une analyse des politiques dirigée par des experts pour rationaliser le suivi, le résumé et les processus de briefing des politiques.

Les fonctionnalités clés de PolicyNote comprennent des ensembles de données complets des États-Unis, des résumés de politiques alimentés par l'IA, des tableaux de bord personnalisables, la gestion d'une base de données d'intervenants et des outils de reporting détaillés. La plateforme permet aux utilisateurs de générer des briefings politiques en quelques minutes, d'analyser les tendances, de définir des alertes personnalisées et de collaborer au sein des équipes.

Les premiers retours des clients ont été positifs, avec Encore Renewable Energy rapportant un impact commercial significatif grâce à la capacité de PolicyNote à identifier des questions législatives importantes. Le lancement représente une étape stratégique dans la stratégie axée sur le produit de FiscalNote, visant à améliorer l'engagement des clients, la fidélisation et la croissance à long terme.

FiscalNote (NYSE: NOTE) hat PolicyNote eingeführt, eine KI-gestützte Lösung für das Policymanagement, die Organisationen dabei helfen soll, legislativen und regulativen Entwicklungen effektiver zu navigieren. Die Plattform kombiniert die proprietäre KI-Technologie von FiscalNote, Daten und von Experten geführte Politikanalysen, um das Tracking, die Zusammenfassung und die Briefingprozesse von Politiken zu optimieren.

Die Hauptmerkmale von PolicyNote umfassen umfangreiche US-Bundes- und Landesdatensätze, KI-gestützte Politikzusammenfassungen, anpassbare Dashboards, Stakeholder-Datenbankverwaltung und detaillierte Reporting-Tools. Die Plattform ermöglicht es Nutzern, in wenigen Minuten politische Briefings zu erstellen, Trends zu analysieren, benutzerdefinierte Warnungen einzustellen und teamübergreifend zusammenzuarbeiten.

Frühzeitiges Kundenfeedback war positiv, wobei Encore Renewable Energy von einem erheblichen Geschäftseinfluss durch die Fähigkeit von PolicyNote berichtet, wichtige legislativen Angelegenheiten zu identifizieren. Der Launch stellt einen strategischen Meilenstein in der produktorientierten Strategie von FiscalNote dar, die darauf abzielt, die Kundenbindung, -bindung und das langfristige Wachstum zu steigern.

Positive
  • Launch of new AI-powered platform enhancing policy management efficiency
  • Platform consolidates multiple data sources and functionalities into a single solution
  • Early customer adoption showing positive business impact
  • Strategic product investment aimed at driving customer retention and growth
Negative
  • None.

Insights

The launch of PolicyNote represents a strategic pivot in FiscalNote's product portfolio, combining AI capabilities with policy data in a way that addresses critical market needs. The platform's ability to auto-generate policy summaries and provide chat-based assistance marks a significant competitive advantage in the policy intelligence market. Integration of CQ team analysis and comprehensive stakeholder management features creates substantial barriers to entry.

The platform's focus on workflow optimization and time efficiency (reducing briefing preparation from hours to minutes) directly impacts the bottom line for enterprise customers. Early customer testimonials, particularly from Encore Renewable Energy, demonstrate tangible business impact and C-suite engagement, suggesting strong potential for upselling and customer retention.

However, the true value proposition lies in the platform's ability to uncover overlooked legislative impacts, potentially affecting revenue streams for both FiscalNote and its customers. This positions the company well for expanded enterprise adoption and recurring revenue growth.

The technical architecture of PolicyNote showcases sophisticated AI implementation, particularly in its approach to controlled generative AI that only pulls from verified sources - a critical differentiator in the current landscape of AI solutions. The platform's natural language processing capabilities for custom alerts and policy analysis represent a significant technological leap from traditional keyword-based systems.

The integration of multiple data streams (federal, state, regulatory) with AI-powered analysis tools creates a compound moat around FiscalNote's business model. The platform's ability to identify indirect legislative impacts through AI suggests advanced pattern recognition capabilities that could drive premium pricing power.

This product launch addresses a growing market need as organizations face increasingly complex regulatory environments. The timing aligns with heightened demand for AI-powered regulatory intelligence tools, particularly among enterprise clients. The platform's focus on workflow optimization and stakeholder management indicates strong potential for expanding average revenue per user (ARPU).

Key performance indicators such as reduced briefing preparation time and improved policy discovery efficiency suggest potential for strong customer ROI justification. The platform's comprehensive feature set positions FiscalNote to capture larger share of enterprise policy intelligence budgets, potentially driving revenue growth through both new customer acquisition and expanded usage within existing accounts.

Platform Sets a New Standard and Delivers Results for Customers with Purpose-Built AI Tools, Unmatched Policy Information, Improved Workflow, Reporting and Stakeholder Management Capabilities, and Expert-Led Insights

PolicyNote Unifies Data Sets, Proactively Offers AI-Generated Insights, and Empowers Organizations to Navigate Regulatory Landscapes and Impact Business Outcomes with Confidence

Marking a Pivotal Moment in FiscalNote’s Evolution, PolicyNote Reflects Strategic Product Investments to Drive Innovation, Customer Engagement and Retention, Platform Consolidation, and Long-Term Growth

WASHINGTON--(BUSINESS WIRE)-- FiscalNote Holdings, Inc. (NYSE: NOTE) ("FiscalNote"), a leading AI-driven enterprise SaaS technology provider of policy and global intelligence, today announced the launch of PolicyNote, a breakthrough policy management solution that empowers global organizations to more efficiently and effectively identify, analyze, and act on legislative, policy, and regulatory developments.

Today’s policy, legal, and public affairs professionals face mounting challenges when managing policy and regulatory developments. What are often unexpected or material policy shifts have the potential to create significant risks and opportunities for organizations of all sizes, impacting entire lines of business and global supply chains. Teams responsible for managing policy are tasked with protecting their organization's interests by anticipating critical developments. Leveraging FiscalNote’s breadth and depth of data, proprietary AI technology, and expert-led policy analysis, PolicyNote takes policy management to a new level of effectiveness and excellence.

The AI-powered platform accelerates and optimizes the tasks of tracking, summarizing, briefing, and acting on policy. As a result, decision makers across enterprises can respond to policy changes faster and with more impact — thereby influencing outcomes aligned to business goals.

PolicyNote’s purpose-built features redefine what’s possible and help users expand beyond policy monitoring. PolicyNote builds on the success of FiscalNote's existing functionality and its policy discovery capabilities, now also enabling organizations to more quickly assess relevance, synthesize bill information, and determine the potential impacts to their organization. The new AI features leverage and combine FiscalNote’s deep experience with both policy management workflows and AI tools and innovation, delivering the time savings of generative AI, while drawing from FiscalNote’s best-in-class, up-to-date, verified policy data and globally renowned expert analysis — producing reliable, credible results customers and trust. This allows users to spend less time reading and interpreting lengthy legislation, and instead shift their focus to meaningful and strategic deliverables.

With a holistic set of capabilities and unified data sets that are unmatched in the industry, customers can use PolicyNote to not only track hundreds of bills across multiple jurisdictions, but also:

  • Find immediate, relevant, and trusted insights about the impact of global legislation, policy, or regulations — using only verified data sources and FiscalNote’s proprietary expert analysis
  • Develop policy briefings in just minutes instead of taking hours to prepare
  • Analyze and summarize policy trends and potential impacts for effective ‘horizon scanning’
  • Set custom alerts for priority issues using natural language, chat-based features that leverage FiscalNote’s proprietary AI to identify not only directly relevant legislation, but also related bills that may have an indirect impact
  • Report and share policy insights, activity, and results with key stakeholders
  • Prioritize tasks and effortlessly collaborate with teams across the organization.
  • See around the corner to discover proposed policies earlier in the legislative or regulatory process

Customers already using and benefitting from PolicyNote have responded with strong and positive feedback, specifically calling out the tremendous value, efficiencies, and results the platform has already generated for business outcomes:

“PolicyNote is increasingly becoming a critical tool for our policy work. Recently, we uncovered an important element of a bill that has a significant business impact for us. Without PolicyNote, we had overlooked this legislation as irrelevant. By thoroughly analyzing the bill and flagging it promptly, PolicyNote not only safeguarded our interests but also attracted our co-CEO’s attention. He personally requested PolicyNote access to chat with its AI assistant for insights on legislative matters crucial to our business. This tool has transformed our small policy team into a key player in contributing to revenue opportunities and helps us demonstrate tangible business impact,” said Lauren Glickman, Vice President of Policy and Communications, Encore Renewable Energy.

Key PolicyNote features and benefits include:

  • Comprehensive U.S. Federal and State Data Sets: Legislative and regulatory policy data from U.S. state and federal jurisdictions, combined with up-to-date congressional news and analysis from the award-winning CQ team, all in a single, one-stop platform.
  • AI-powered Policy Summaries, AI Assistant, and AI Search Capabilities: Auto-generated summaries for every legislative and regulatory document; a chat assistant to generate answers about policy details or create additional materials like briefings and position statements — only pulling from verified sources; and a chat-driven search tool to find relevant policies with plain language rather than complicated search terms.
  • Issue Management Workflow: Built-in, customizable workflow tools equip customers with end-to-end capabilities for complete project management.
  • Customizable Dashboards: PolicyNote users can tailor their dashboard to reflect key data sets and project priorities to optimize their workflows.
  • Expansive Stakeholder Database: A single database resource for comprehensive stakeholder and key influencer management related to specific policy and regulatory initiatives important to an organization, including key staffer relationship management.
  • Reporting Tools: PolicyNote ensures team alignment with objectives through in-depth reporting tools that track information sharing, policy data, stakeholder engagement, actions taken, and team performance.

“In today’s fast-paced policy environment, staying ahead of legislative developments on a global scale is more critical — and challenging — than ever,” said Josh Resnik, Chief Executive Officer and President, FiscalNote. “A single policy shift can alter market dynamics, impose new compliance requirements, open opportunities for growth, or introduce risks that demand swift adaptation. Our best-in-class solutions have always positioned our customers for rapid and effective policy discovery, but PolicyNote now takes this to a new level of effectiveness and impact by giving users a deeper and broader understanding of policy implications using our integrated data sets, purpose-built AI capabilities, expert-led analysis, and an intuitive design for complete, comprehensive workflow support. PolicyNote gives our customers the tools they can trust to simplify their work, enhance their impact, and keep them focused on what matters most: influence, strategy, and results. This is a significant milestone for FiscalNote’s new product-led strategy, designed to drive deeper customer engagement, strengthen customer retention, and expand long-term growth opportunities.”

For more information about how PolicyNote can help customers manage, analyze, and take action on critical policy developments, please visit fiscalnote.com/policynote.

About FiscalNote

FiscalNote (NYSE: NOTE) is a leader in policy and global intelligence. By uniquely combining data, technology, and insights, FiscalNote empowers customers to manage political and business risk. Since 2013, FiscalNote has pioneered technology that delivers critical insights and the tools to turn them into action. Home to CQ, Roll Call, VoterVoice, and many other industry-leading brands, FiscalNote serves thousands of customers worldwide with global offices in North America, Europe, Asia, and Australia. To learn more about FiscalNote and its family of brands, visit FiscalNote.com and follow @FiscalNote.

Safe Harbor Statement

Certain statements in this press release may be considered forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or FiscalNote’s future financial or operating performance. In some cases, you can identify forward-looking statements by terminology such as “pro forma,” “may,” “should,” “could,” “might,” “plan,” “possible,” “project,” “strive,” “budget,” “forecast,” “expect,” “intend,” “will,” “estimate,” “anticipate,” “believe,” “predict,” “potential” or “continue,” or the negatives of these terms or variations of them or similar terminology. Such forward-looking statements are subject to risks, uncertainties, and other important factors that could cause actual results to differ materially from those expressed or implied by such forward-looking statements. These factors are discussed in FiscalNote’s SEC filings, including its most recent reports on Forms 10-K and 10-Q, particularly the "Risk Factors" sections of those reports. Any forward-looking statements are based upon estimates and assumptions that, while considered reasonable by FiscalNote and its management, are inherently uncertain. Nothing in this press release should be regarded as a representation by any person that the forward-looking statements set forth herein will be achieved or that any of the contemplated results of such forward-looking statements will be achieved. You should not place undue reliance on forward-looking statements, which speak only as of the date they are made. FiscalNote undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as may be required under applicable securities laws.

Media

Nicholas Graham

FiscalNote

press@fiscalnote.com



Investor Relations

Bob Burrows

FiscalNote

IR@fiscalnote.com

Source: FiscalNote

FAQ

What is FiscalNote's PolicyNote platform and when was it launched?

PolicyNote is FiscalNote's new AI-powered policy management solution launched in 2024, designed to help organizations track, analyze, and act on legislative and regulatory developments more efficiently.

What are the key features of FiscalNote's (NOTE) PolicyNote platform?

PolicyNote's key features include AI-powered policy summaries, comprehensive U.S. federal and state data sets, customizable dashboards, stakeholder database management, reporting tools, and workflow management capabilities.

How does PolicyNote's AI technology benefit users?

PolicyNote's AI technology helps users generate policy briefings in minutes, analyze trends, set custom alerts using natural language, and access verified data sources and expert analysis for reliable insights.

What impact has PolicyNote shown on early adopters?

Early adopters like Encore Renewable Energy reported that PolicyNote has helped identify significant business-impacting legislation and transformed their policy team into key contributors to revenue opportunities.

How does PolicyNote fit into FiscalNote's (NOTE) business strategy?

PolicyNote represents a significant milestone in FiscalNote's product-led strategy, designed to drive customer engagement, strengthen retention, and expand long-term growth opportunities.

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