Our consulting services focus on lending: mortgage, consumer and commercial. Our highly collaborative consulting engagements can include strategy, best practices, process improvement and technology.
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October 29 The Bank Summit, presented by the Warren Group, Boxborough, MA

November 5 D+H "Out Flank the Competition and Capture the Small Business Banking Market" webinar

November 13 Massachusetts Bankers Association CFO Professional Development Forum

November 16 Massachusetts Bankers Association Senior Mortgage Lenders Professional Development Forum

November 19 Massachusetts Bankers Association Commercial Credit Professional Development Forum



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Who we Are

First Wellesley Consulting Group, Inc. is an award winning, professional services firm specializing in the financial services and mortgage industries. Founded in 1991, First Wellesley delivers consulting, strategic planning, speaking, polling and industry research services. Clients include depository institutions, trade associations, service providers and government agencies.



James D. Jones, a national speaker for 24 years, has presented to financial services and mortgage audiences for organizations of all sizes, including Bank of America, ABN AMRO, American Bankers Association, D+H USA, Mortgage Bankers Association and many other leading regional and state trade associations and companies. Learn More >


Our strategic planning services are designed to collaboratively facilitate the creation of strategic plans by directors and senior management of financial services institutions. More >


In October 2003, Jim Jones made 14 predictions about the future of the mortgage industry in Fast-Forward.

See if the predictions were on the mark! More >