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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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January 13 & 20 Massachusetts Bankers Association Mortgage Executive Forum
April 24-25 Massachusetts Bankers Association Real Estate Lending Conference
May 1 Indiana Bankers Mega Conference
May 10 & 17 Massachusetts Bankers Association Mortgage Executive Forum
May 22 Mortgagebot Partner Conference
May 24 New England School for Financial Studies, Class of 2013
June 10-15 New England School for Financial Studies, Class of 2012
October 5 & 12 Massachusetts Bankers Association Mortgage Executive Forum
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Who we Are
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 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. |
Speaking
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 James
D. Jones, a national speaker for 17 years, has presented
to financial services and mortgage audiences for
organizations of all sizes, including Bank of America,
ABN AMRO, American Bankers Association, Mortgagebot LLC,
Mortgage Bankers Association and many other leading
regional and state trade associations and companies.
Learn
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Our strategic planning services
are designed to collaboratively
facilitate the creation of
strategic plans by directors and
senior management of financial
services institutions.
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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!
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