First Wellesley Consulting Group, Inc., founded in 1991 and headquartered in Wellesley, MA, is a national management consulting firm. First Wellesley specializes in the financial services and real estate finance industries.
First Wellesley serves as a consulting resource to:
   
Real Estate Finance Companies
Financial Institutions:
Commercial Banks
Community Banks
Financial Industry Service Providers
Trade Associations
Our firm assists clients to improve their financial and operational performance through the delivery of six core services:
Strategic Planning
Best Practices Model Workflow Design
Technology Assessment and Selection
Strategic Technology Planning

Industry Briefings

Operational Consulting
First Wellesley Consulting Group, Inc. is a member of the Mortgage Bankers Association of America, Massachusetts Bankers Association and the Massachusetts Mortgage Bankers Association.

James D. Jones is Founder and President of First Wellesley Consulting Group, Inc. a national management consulting firm that specializes in the financial services and real estate finance industries. He has served as an advisor to senior management of mortgage companies, commercial banks, community banks, financial industry service providers and trade associations. He has enabled clients to improve their financial and operational performance through the formulation and implementation of corporate-wide strategic plans, strategic technology plans, targeted technology investments, new product development and Best Practices model workflow implementations.

Jim Jones is a nationally known industry speaker on the topics of emerging technologies, Best Practices workflows, industry trends and strategic planning. He is the author of Strategic Planning for Mortgage Lenders: Positioning Your Company for Success, published in 1995 by the Mortgage Bankers Association of America. The book is the textbook for the MBA's School of Mortgage Banking - Course III. Recognized in 1995 as a Faculty Fellow of the Mortgage Bankers Association of America and designated as a member of the Master Faculty, he serves on the faculty of the MBA's School of Mortgage Banking.

Mr. Jones is quoted in many leading industry publications, including the American Banker's Mortgage Insights, Management Strategies and FutureBanker, Mortgage Banking Magazine, ABA Banking Journal, Bottomline, Secondary Marketing Executive, Bank Technology News. He is a member of Microbanker's Technical Advisory Board.