Case Study: Financial Services Institute achieves streamlined issues management and stronger advocacy with FiscalNote

Financial Services Institute Sets the Standard in Issues Management Workflow Using FiscalNote

The Financial Services Institute (FSI) represents nearly 90 member firms and about 30,000 independent financial advisors, advocating for their interests at the state and federal level. Tracking diverse regulations and legislation across jurisdictions had been fragmented — scattered spreadsheets, hard-to-update resources, and limited institutional knowledge risked missed opportunities and made reporting and member transparency difficult.

FSI adopted FiscalNote as a unified system of record, using issue pages to centralize legislation, news, talking points, stakeholder interactions and archives, and adding VoterVoice (integrated with Microsoft Dynamics) for grassroots mobilization. The result: faster, more informed team workflows and weekly planning, clear member-facing policy maps, easier board reporting, stronger member engagement and advocacy, and measurable tools (like legislator scorecards) to demonstrate ROI.

Financial Services Institute

David Bellaire

Executive Vice President and General Counsel