“First Wellesley delivered the Best Practices expertise and guided our staff to produce a comprehensive plan for the very important Consumer/Residential lending line of business.

PeoplesBank's largest portfolio has always been in Consumer/ Residential lending. The whole world was changing and we needed new directions and more effective programs to deliver the bank to our marketplace. ”

—Ken Boutin,
Senior Vice President,

“Jim's extensive knowledge of best practices in the mortgage origination arena allowed us to progress through a lengthy, involved process quite painlessly.

His involvement and direction allowed us to stay focused and on track while still dealing with the day to day operations of a very busy lending department.

From the development of RFIs – to site visits – to contract negotiations – Jim was very much a part of our team and with us every step of the way.

It was easy to think of Jim as a co-worker, not a consultant. He was diligent in his desire to help us find the best match for our work flow model.

Without hesitation, I would recommend First Wellesley. Their contacts in the industry, focus on the project and finesse with contract negotiations, saved us significant time and money.”

—Christine Morin,
Senior Vice President,
Mascoma Savings Bank

Services: Overview

First Wellesley Consulting Group, Inc. is an award winning, professional services firm specializing in the financial services and mortgage industries. Please select the service below that meets your needs.


First Wellesley delivers strategic and collaborative, consulting services focused on mortgage, home equity, consumer and commercial lending of financial services institutions. We work closely with our clients to identify successful lending strategies and industry best practices, design more efficient processes, better leverage technology and improve profitability and customer satisfaction. More >

Strategic Planning

Your goal is to create a long-term strategic plan that collaboratively incorporates the input of directors and senior management. You want to utilize a facilitator with extensive industry experience and a proven planning framework.

First Wellesley provides financial institutions with a strategic planning process, facilitation and document services to produce collaborative, long-term strategic plans. More >


Provide your attendees with up-to-date, industry-specific insights based upon extensive research and experience. Add a speaker to your program that has spoken at association, company and industry vendor events nationally and locally. More >

Industry Research

First Wellesley offers custom industry research for financial institutions and industry service providers. Our custom research has included customer and prospect group surveys using First Wellesley’s SurveyMatters polling service, customer case studies, high-level industry scans to identify demand for new products and focus groups. More >


There are times when it’s important to hear from your customers, prospects or employees. You may be planning new products, prioritizing investments or looking to better understand your customers or employees.

SurveyMatters, a First Wellesley proprietary electronic, group polling service achieves these objectives. More >

“In 2008 Jim Jones, First Wellesley Consulting, was hired to maximize the benefits of organizing and conducting a Strategic Retreat for our board and management.

Many good things followed. Three issues jumped out as we assessed our results after the event. The pre-retreat survey Jim organized set a great jump off point for an effective meeting. Secondly, as a facilitator Jim Jones commanded the respect of all parties and effectively moved the group along the path. Third, the post retreat work with management established an effective process for documenting and monitoring the results of the retreat.”

—Joel G. Crowell
President and CEO,
Cape Cod Cooperative Bank

“We have been most satisfied with the results.”

“First Wellesley has facilitated Federal Savings Bank’s annual strategic planning process for 14 years and we have been most satisfied with the results. Jim is a highly effective moderator who is able to engage all participants with carefully thought out questions and pertinent discussions. Jim’s knowledge of the financial services industry elicits a sense of trust and camaraderie among our staff, which results in very successful and productive sessions.”

—Donald Hatt,
President, Federal Savings
Bank, Dover, NH