"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.

Pamela M. Green,
   Major Meetings Manager
   Maine Association of
   Community Banks




First Wellesley has delivered consulting, speaking, SurveyMatters real-time polling, facilitation, education and research services to a wide range of financial services industry companies, including:

  Fortune 500 companies 
  FinTech 100 companies
  Inc. 500 companies
  Banks and credit unions
  National, regional and state trade associations
  Government sponsored enterprises
  Service providers

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.”

—Bruce C. Ocko,
   Senior Vice President,
   Director of Retail Lending