Case Study
Tobica
Cleaner lead data and voice agents for financial adviser referrals
Black Dog Labs helped Tobica, a referral supplier in wealth management, clean up its lead data for scoring and attribution and built ElevenLabs voice agents to confirm contact details.
Tech stack
Tobica works with financial advisors to refer business into the wealth management sector. Black Dog Labs helped Tobica clean up and categorise its lead data to improve scoring and attribution, and built voice agents to confirm lead contact details before handoff.
The challenge
Lead data scattered across spreadsheets
Lead sources lived in spreadsheets and were poorly organised, making it difficult to score leads consistently or attribute them back to the right source.
Confirming contact details relied on manual outreach
Before a lead could be handed to a financial adviser, its contact details needed confirming — a manual step that slowed down a time-sensitive referral process.
The solution
The work split into two tracks: cleaning up the underlying lead data so scoring and attribution could work properly, and building voice agents to handle contact verification automatically.
Track 1
Data cleansing and categorisation for lead scoring and attribution
Black Dog Labs consolidated and categorised Tobica's spreadsheet-based lead sources into a structured pipeline, giving the business a consistent basis for lead scoring and attribution.
- Python-based cleansing and categorisation pipeline
- Ragflow for retrieval over lead and reference data
Track 2
ElevenLabs voice agents for contact verification
Voice agents built on ElevenLabs and Twilio call leads to confirm their contact details before handoff to a financial adviser. Black Dog Labs wrote the prompts that give the agents the context they need for each call, and used PromptFoo to test and evaluate them.
- ElevenLabs conversational voice agents over Twilio telephony
- OpenRouter for model access
- PromptFoo for prompt testing and evaluation
- Deployed on Kubernetes
The outcome
Tobica reports a 20% uplift in new clients since the new lead scoring, attribution and voice agent workflow went live. This is a figure reported by Tobica rather than an independently measured before-and-after study, and no comparable baseline period has been published alongside it.
Beyond the uplift, the voice agent work gave Tobica a new AI capability it can now offer to the financial advisers it works with, alongside the improved lead pipeline.
About Black Dog Labs
Black Dog Labs builds AI solutions for financial services businesses, from cleaning up the data behind everyday decisions to shipping voice agents that handle real conversations. For Tobica, we did both.