Our consulting services focus on lending: mortgage, consumer and commercial. Our highly collaborative consulting engagements can include strategy, best practices, process improvement and technology.
More >

 

February 17 Massachusetts Bankers Association CFO Forum SurveyMatters Polling Session

April 6 Massachusetts Bankers Association Senior Mortgage Lenders Professional Development Forum #1

May 5 Massachusetts Bankers Association Risk Managers Professional Development Forum #1

May 21-26 New England School for Financial Studies, Class of 2018

June 11-16 New England School for Financial Studies, Class of 2017

July 14 Massachusetts Bankers Association Senior Mortgage Lenders Professional Development Forum #2

July 21 Massachusetts Bankers Association Risk Managers Professional Development Forum #2

October 13 Massachusetts Bankers Association Senior Mortgage Lenders Professional Development Forum #3

October 27 Massachusetts Bankers Association Risk Managers Professional Development Forum #3

 

 

More >
 

 

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.

 

Speaking

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 >