FiscalNote Achieves Major Milestone for PolicyNote, Completing Customer Migration from Legacy FiscalNote Platform
FiscalNoteFiscalNote(US:NOTE) Businesswire·2026-01-14 12:01

Core Insights - FiscalNote Holdings, Inc. has successfully completed the migration of customers from its legacy platform to PolicyNote, an AI-driven policy intelligence platform, marking a significant milestone in its long-term strategy [1][2] Company Strategy - The transition to PolicyNote aims to unify FiscalNote's offerings, providing a more consistent, scalable, and intuitive customer experience by consolidating separate tools into a single software solution [2] - The launch of PolicyNote is central to FiscalNote's product-led growth strategy, which focuses on enhancing customer engagement through an integrated platform [3] Customer Engagement - The migration was completed with minimal customer churn, and there is an increase in customer engagement with PolicyNote [3] - Users have reported that PolicyNote significantly enhances their ability to monitor and respond to legislative developments, with customized dashboards centralizing critical information [3] Performance Metrics - There has been a 252% increase in the portion of customers using PolicyNote on a weekly basis, driven by the integration of AI-generated summaries and analytical tools into daily workflows [5] - The adoption of AI-powered personalized insights, such as Impact Summaries, has led to users generating custom summaries in 34% of search sessions [5] - Advanced analytical workflows, including Bill Comparison and Similar Bills, have seen usage nearly double since their launch [5] Company Overview - FiscalNote is recognized as a leading provider of AI-driven policy and regulatory intelligence solutions, combining proprietary AI technology with comprehensive data to help customers manage political and business risks [4] - The company has been operational since 2013 and serves thousands of customers globally, with offices in North America, Europe, and Asia [4]