Company’s AI-Powered Solutions Position the Finance, Banking, Crypto, and Insurance Industries for Action on Emerging Opportunities and Changes from the Incoming Trump Administration, U.S. Congress, EU, and European Commission
Global Fintech and Financial Industry Enterprises Choose FiscalNote as Their Essential Partner to Navigate Complex Policy and Regulatory Challenges
Media
Nicholas Graham
FiscalNote
press@fiscalnote.com
Investor Relations
Bob Burrows
FiscalNote
IR@fiscalnote.com
FiscalNote Holdings, Inc. (NYSE: NOTE) ("FiscalNote"), a leading AI-driven enterprise SaaS technology provider of policy and global intelligence, today announced significant success in supporting customers across the finance industry, including some of the world’s largest banks, AI-powered fintechs, technology-enabled lenders, and more. As institutions across finance, fintech, crypto, and more face increasingly complex regulatory and legislative landscapes, FiscalNote’s innovative policy and regulatory solutions have emerged as critical tools for helping these organizations stay compliant, mitigate risks, and unlock new opportunities.
The global finance industry, which includes banks, investment firms, insurers, data providers and cryptocurrency companies, is among the most highly regulated sectors in the world. Cryptocurrency regulation, particularly, has gained renewed interest driven by the incoming U.S. administration’s stated policy agenda, which would likely lead to a less tightly regulated industry. FiscalNote’s AI-driven technology, real-time data, and expert insights empower finance organizations to monitor, analyze, and respond to policy developments globally. By leveraging FiscalNote’s comprehensive suite of solutions, financial organizations can proactively manage regulatory challenges and make informed decisions to drive business success.
“The financial services sector operates in one of the most dynamic and regulated environments, where the anticipated changes in policy and regulation are expected to have significant operational and strategic impacts,” said Josh Resnik, President & COO at FiscalNote. “FiscalNote delivers timely, actionable intelligence and insights that empower our customers to stay ahead of the curve, manage compliance effectively, and seize opportunities in a rapidly evolving market. As financial institutions manage rapid regulatory changes, FiscalNote remains a trusted partner for navigating today’s most pressing policy and compliance challenges.”
Here are some of the ways that financial organizations can leverage FiscalNote to impact their businesses:
- Real-Time Policy Monitoring: FiscalNote provides alerts on critical developments, such as proposed changes to capital requirements under Basel III updates, heightened anti-money laundering (AML) enforcement under the U.S. Bank Secrecy Act, and evolving reporting standards tied to the European Union’s Corporate Sustainability Reporting Directive (CSRD), equipping financial institutions with the policy and regulatory intelligence and advisory they need to take action on developments and prepare for and comply with rapidly evolving changes.
- Crypto Regulatory Monitoring: FiscalNote’s legislative and regulatory data, paired with expert analysis in both Europe and the United States, can provide financial firms with the notifications and intelligence needed to monitor this rapidly changing regulatory environment. Everything from crypto exchange regulation to the proposed Digital Euro rollout can be tracked and acted upon.
- Global Coverage: FiscalNote’s monitoring spans major jurisdictions, including EU and U.S. regulatory agencies such as the Securities & Exchange Commission (SEC), Federal Deposit Insurance Corporation (FDIC), Office of the Comptroller of the Currency (OCC), European Systemic Risk Board (ESRB), and European Supervisory Authorities (ESAs). For example, FiscalNote tracks new European digital finance regulation under MiCA and U.S. rulemaking around cryptocurrency oversight, equipping financial institutions to navigate cross-border compliance challenges.
- AI-Driven Analysis: Leveraging AI, FiscalNote helps financial firms identify trends within policy changes, enabling organizations to anticipate regulatory impacts on lending, investments, cryptocurrency, and risk management.
- Expert-Backed Intelligence: FiscalNote’s policy and regulatory experts analyze key shifts, including the impact of expected Trump Administration initiatives regarding financial regulation in the U.S. - such as the debanking of cryptocurrency companies, SEC regulation enforcement policies and fiduciary duty rules - as well EU priorities under the new Commission, including the digital euro, the overhaul of sustainable finance legislation, and the new investment and savings strategy for Europe, helping firms develop proactive compliance strategies.
For more information about FiscalNote’s solutions for the finance industry, visit here.
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, Dragonfly, Oxford Analytica, 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.
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