“Our Partners loved the opportunity to see the views of their peers...

...I would highly recommend First Wellesley to companies looking for an interactive survey experience that combines advanced technology, fun and valuable information exchange.”

—Scott Happ,
   President & CEO,
   Mortgagebot LLC,
   an Inc. 500 Company

“First Wellesley’s SurveyMatters group polling service, delivered at our 2006 Fiserv Client Conference, was extremely valuable to Fiserv...

The advanced polling technology instantly engaged our clients and held their attention throughout the session.”

—Daniel Welbaum
   Chief Marketing Officer, Fiserv


Services: SurveyMattersTM

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

SurveyMatters, a First Wellesley proprietary real-time polling service achieves these objectives. Invited participants respond anonymously to custom questions. Individual responses are stored and retained. Facilitated group discussion explores the views and opinions behind the responses. Reports are generated; data is analyzed; and major findings and recommendations are developed.


SurveyMatters research gives your company an invaluable knowledge advantage of customers, prospects and employees when making important business decisions. Learn More >

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"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’s SurveyMatters is a highly customized program that provided us a great way to find out what our customers really wanted.

The information we gathered was fantastic. We began the project with the focus that we wanted to know what products and services most interested our customers. We came out of it learning that information and more. The summary analysis at the project’s conclusion was fantastic. I would not hesitate to recommend First Wellesley and SurveyMatters.

First Wellesley was very professional and supportive throughout the process.

—Kelly Glennon,
   Assistant Vice President &
   Marketing Director,
   Federal Savings Bank