FiscalNote Holdings, Inc. (NYSE: NOTE) has completed the migration of its customers from its legacy platform to PolicyNote, an advanced AI-driven policy intelligence solution. This move unifies the company’s offerings and aims to deliver a more consistent and intuitive customer experience.
The successful migration marks significant progress in FiscalNote’s long-term strategy to consolidate its various tools into a single, cohesive software solution under PolicyNote. This integration is designed to reduce friction in daily workflows and enable streamlined interaction with its global legislative and regulatory intelligence.
Following the transition, FiscalNote reported minimal migration-related customer churn and noted stronger customer engagement on PolicyNote. Key results include a 34% increase in search sessions where users generated custom Impact Summaries for their organizations, indicating accelerated adoption of AI-powered personalized insights.
Engagement with advanced analytical workflows, such as AI-powered Bill Comparison and Similar and Related Bills features, nearly doubled in usage since the platform’s launch. Furthermore, the portion of customers using PolicyNote on a weekly basis increased by 252%, attributed to the tighter integration of AI-generated summaries, forecasting, impact analysis, and drafting tools directly into daily monitoring and research workflows.
Clarence Mingo, Vice President of Corporate Affairs & Government Relations at The Marzetti Company, a manufacturer and marketer of specialty food products, commented on the platform’s impact. Mingo stated that PolicyNote has “significantly enhanced our ability to monitor, research, and respond to legislative and policy developments affecting our industry,” citing its customized dashboards and real-time intelligence for centralizing critical information.
Josh Resnik, CEO and President of FiscalNote, characterized PolicyNote as the “cornerstone of our product-led growth strategy, designed to deepen customer engagement through a more intuitive, integrated, and scalable platform.” He added that the successful migration “demonstrates our focus on swift execution, affirms our strategy, and creates a springboard for faster innovation and long-term growth,” noting the company is “setting the standard for AI-powered policy intelligence.”
Through this transition, FiscalNote aims to enhance how customers interact with policy information, facilitating faster action for policy professionals worldwide.
FiscalNote, established in 2013, is a provider of AI-driven policy and regulatory intelligence solutions. The company integrates proprietary AI technology, comprehensive data, and analysis to assist customers in managing political and business risks. FiscalNote’s portfolio includes PolicyNote, CQ, Roll Call, and VoterVoice, serving thousands of customers globally with offices in North America, Europe, and Asia.
