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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 ICBA National Convention
April Fiserv Focus 2011
Michigan Bankers Association BEST Conference
ABA RE Lending Conference
May Mortgagebot Partner Conference
May & June New England School for Financial Studies, Class of 2011 & 2012
June Massachusetts Bankers Association Executive Officers Conference
July/October Massachusetts Bankers Association Mortgage Executives Forum
December Michigan Bankers Association Bank Management and Directors Conference
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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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