Is paper taking over your offices?
Boxes stacked to the ceiling, binders overflowing: what if the space lost to paper became space gained for your clients?
Galaxy Conseils • Banking & financial institutions sector
Aïcha has an appointment at the branch to sign new financing. She's asked to wait in a small office. Against the wall, boxes stacked to the ceiling. On the cabinet, binders overflowing. In a corner, a pile of files has been waiting "to be sorted" for months.
Her advisor arrives, a little embarrassed: "Sorry about the mess, we're short on space." To find Société Alpha's latest annual report, he has to go down to the basement, to the archive room. He comes back twenty minutes later, hands covered in dust, with the report… from the previous year.
"The branch manager has a project: creating a dedicated welcome space for SMEs, to receive clients like Aïcha in proper conditions. But every square foot is taken up by paper. The project is on hold."
Aïcha signs her financing, but she leaves with an image in mind: a bank suffocating under its own archives. And she wonders how her own documents are kept, somewhere in those boxes.
Cluttered offices
Boxes and binders take over workspaces and client reception areas.
Saturated archive rooms
Extra premises are sometimes rented just to store paper.
Endless searches
Finding a document means going downstairs, digging through boxes.
Fragile documents
Paper gets damaged, gets lost, and can't be shared remotely.
For a bank, that's lost space, lost time, and an image that doesn't reflect the modernity its clients expect.
Digitizing isn't just about scanning. A document scanned and saved anywhere soon becomes just as hard to find as a cardboard box. Real digitization scans, describes, classifies, and makes every document accessible in seconds, with the right access rights.
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📦 One less box, one more digital document — accessible in seconds
1. Scan — paper documents are digitized, in batches for existing archives, and on the fly for new ones. An advisor can even scan a document with the M-Files mobile app, right in front of the client.
2. Index — each document is described by a few pieces of information: type (employment contract, invoice, annual report, ID, quote), client, date, department.
3. Classify — it's automatically filed in the right category: Clients, Accounting, HR, Archives.
4. Archive — it receives the "Digitized" status and joins the digital archives, protected by access rights.
5. Retrieve — a single search is enough to find it, in seconds, at the office or on mobile.
At the next meeting, Aïcha's advisor opens Société Alpha's latest annual report on his screen before she's even sat down. The boxes have disappeared from the office. And downstairs, the new SME welcome space has just opened, in place of the old archive room.
Aïcha is welcomed like a partner. And this time, she leaves with the image of a modern bank, one that takes care of its documents as well as its clients.
Digitized archives — your paper documents become digital documents, described, classified and protected.
Decluttered offices — boxes and binders leave your workspaces and reception areas.
Organized documents — every document is filed under a clear logic, the same for everyone.
Space gained — the square footage freed up serves your clients and your teams, not storage.
With M-Files, a scanned document isn't just an image dropped into a folder. It's described by its own information, which means it can be found through a search, wherever it was saved. Text recognition also makes it possible to search for a word inside scanned documents.
Digitization can happen gradually: you start with new documents and the most frequently used archives, then process the existing stock in stages. Access rights protect sensitive documents, such as IDs or personnel files.
Finally, some paper originals must be kept for legal or regulatory reasons. M-Files lets you record where each original is located, so it can be found the day it's required, without having it sitting in view every day.
"How many square feet of your premises are currently taken up by boxes and binders? And how long does it take to find a specific document there?"
If that answer makes you wince, it's time to digitize.
We help banks and financial institutions digitize their archives with M-Files: setting priorities, organizing filing, gradual scanning, and training teams.
Galaxy Conseils: innovation in the service of your performance.
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