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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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March 22 ABA Real Estate Lending Conference, Ft. Lauderdale
April 16 Massachusetts Banker's Association, Capitalizing in Today's Unsettled Real Estate Market, Marlborough, MA
May 19 New England School for Financial Studies, 2011 Class, Babson College
May 24-25 Mortgagebot Partner Conference, Milwaukee
May 26 Indiana Bankers Association Mega Conference, Indianapolis
June 13-18 New England School for Financial Studies, 2010 Class, Babson College
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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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