"Thank you for a great presentation at our Community Bank Directors' Forum yesterday. The SurveyMatters exercise was unique and interesting,
... and your comments on the six factors tied together so many issues that our directors and CEOs need to be focused on. You and Vicki are great to work with and I hope to work with you again in the future.
First Wellesley has delivered consulting, speaking, facilitation, education, polling and research services to a wide range of financial services and mortgage companies, including:
References are available upon request.
“Our experience with
First Wellesley has been a positive one.
Jim Jones assisted us through the selection process for our new front end processing software for both mortgage and consumer loans. His experience, attention to detail and ability to assist in the financial modeling proved to be invaluable to Cambridgeport Bank, as we moved through these two complicated decision processes.”